Financial Representative

5 days ago


Katy, Texas, United States Fidelity TalentSource LLC Full time

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 building strong relationships with our clients and driving business growth.

Key Responsibilities

  • Develop and maintain a deep understanding of our clients' financial needs and goals
  • Provide exceptional customer service and support to clients, ensuring their needs are met and exceeded
  • Identify opportunities to deepen relationships with clients and drive business growth
  • Stay up-to-date on industry trends and developments, and apply this knowledge to drive business results
  • Collaborate with colleagues to achieve business objectives and support the success of the branch

Requirements

  • 2+ years of experience in a financial services or customer-facing role
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions
  • Series 7 and 63 licenses, or ability to obtain within 6 months

What We Offer

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • A 401(k) plan with company match
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment

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 a cover letter outlining your experience and qualifications.



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