Financial Representative

5 days ago


Sacramento, California, 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, understanding their financial needs and goals.
  • Provide expert advice and guidance on financial products and services, ensuring clients make informed decisions.
  • Identify opportunities to deepen client relationships and drive business growth through cross-selling and upselling.
  • Collaborate with colleagues to achieve branch goals and objectives.

Requirements

  • 2+ years of experience in financial services, customer-facing role, or related field.
  • Strong knowledge of financial products and services, including investments, retirement, and insurance.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.

What We Offer

  • A competitive salary and bonus structure, with opportunities for career advancement.
  • A comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
  • Professional development opportunities, including training and education programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.

How to Apply

If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter, highlighting your relevant experience and skills.



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