Financial Services Representative
7 days ago
About the Role
Fidelity TalentSource LLC 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, understanding their financial needs and goals.
- Provide expert advice on investment products and services, ensuring clients receive tailored solutions.
- Identify opportunities to deepen client relationships and drive business growth.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and excellence in client service.
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, with a focus on teamwork and client satisfaction.
Requirements
- Customer service, phone, or financial services experience is highly valued.
- Banking, insurance, or financial experience is an excellent addition to your background.
- Ability to learn and obtain FINRA licensing material, with support from our team.
- Degree and/or professional certifications are helpful, with our Tuition Reimbursement program available to support your growth.
About Fidelity
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.
Why Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. We offer flexible benefits, a hybrid working model, and a culture that values honesty, integrity, and the safety of our associates and customers.
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