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Financial Representative

2 months ago

Brea, California, United States Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a key role in delivering exceptional customer 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
  • Build and maintain strong relationships with clients through regular communication and follow-up
  • Stay up-to-date on industry trends and developments to provide expert advice to clients

Requirements

  • College degree or equivalent experience
  • Strong customer service and communication skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Series 7 and Series 63 licenses or ability to obtain within six months

What We Offer

  • Competitive base salary range of $45,000 - $75,000 per year
  • Bonus or other variable compensation
  • Comprehensive benefits package, including health care coverage and retirement plan
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Education assistance, including student loan repayment and tuition reimbursement

About Fidelity Investments

Fidelity Investments is a leading provider of financial services, helping millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our clients, providing personalized investment guidance and advice to help them achieve their financial goals.