Financial Representative
2 weeks ago
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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