Financial Representative

6 days ago

Gillette, Wyoming, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our branch, you will play a critical role in building strong relationships with our clients and driving business growth.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide exceptional customer service and support to clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Work closely with colleagues to identify opportunities to deepen client relationships and drive business growth.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.
Requirements
  • 2+ years of experience in a financial services role, preferably in a branch environment.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
  • Series 7 and 66 licenses, or willingness to obtain.
What We Offer

We offer a competitive salary and benefits package, including comprehensive health insurance, retirement savings plan, and paid time off. We also provide ongoing training and development opportunities to help you grow your career and achieve your goals.

Why Work with Us?

At Fidelity, we value our employees and strive to create a positive and inclusive work environment. We offer a range of benefits and programs to support your physical and mental well-being, including access to on-site fitness classes, employee assistance programs, and flexible work arrangements.

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