Financial Services Representative

1 week ago


CT United States Fidelity TalentSource LLC Full time

About the Role

Fidelity Investments is seeking a skilled Financial Representative to join our team. 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 to understand their financial needs and goals
  • Provide personalized financial guidance and recommendations to clients
  • Identify opportunities to deepen client relationships and drive business growth
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance

What We Offer

  • A competitive total rewards package, including a stable base salary and comprehensive benefits
  • Ongoing training and development opportunities to enhance your skills and knowledge
  • A collaborative and dynamic work environment that values diversity and inclusion
  • The opportunity to work with a leading financial services company that prioritizes integrity and honesty

Requirements

  • 2+ years of experience in a financial services or customer-facing role
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Series 7 and 63 licenses or willingness to obtain

Why Fidelity?

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a range of opportunities for learning and development, and our hybrid working model blends the best of both onsite and offsite work experiences. Join us and discover a career that positively impacts people's lives, including yours.



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