Financial Representative

2 weeks ago


Brea, California, United States Fidelity Investments Full time

About the Role

We are seeking a highly motivated and customer-focused Financial Representative to join our team at Fidelity Investments. As a Financial Representative, you will play a key role in delivering exceptional client experiences and building long-lasting relationships with our clients.

Key Responsibilities

  • Partner with clients to understand their financial goals and objectives
  • Provide personalized investment guidance and recommendations
  • Develop and implement comprehensive financial plans to meet client needs
  • Stay up-to-date on industry trends and regulatory requirements
  • Collaborate with internal teams to ensure seamless client experiences

Requirements

  • College degree or equivalent experience
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Series 7 and 63 licenses or ability to obtain

What We Offer

  • Competitive base salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) matching program and employee stock purchase plan
  • Opportunities for professional growth and development

Why Join Fidelity?

Fidelity Investments is a leading provider of financial services, with a commitment to delivering exceptional client experiences and building long-lasting relationships. As a Financial Representative, you will have the opportunity to work with a talented team of professionals and make a meaningful impact on our clients' financial lives.



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