Financial Representative

2 weeks ago


Walnut Creek, California, United States Fidelity Investments Full time

About the Role

We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.

Key Responsibilities

  • Develop and maintain strong relationships with clients, providing personalized financial guidance and support.
  • Identify opportunities to deepen client relationships and drive business growth through effective lead generation and conversion.
  • Partner with colleagues to achieve branch goals and objectives, ensuring seamless delivery of financial services.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices.

Requirements

  • Proven experience in customer-facing roles, with a strong track record of building and maintaining client relationships.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • Strong analytical and problem-solving skills, with the ability to identify opportunities and drive business growth.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.

What We Offer

Fidelity Investments is committed to providing a comprehensive compensation package, including a competitive base salary, bonus opportunities, and a range of benefits to support your career development and well-being.

Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 66 – FINRA



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