Financial Services Representative

4 weeks ago


Novi, Michigan, 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 to understand their financial needs and goals
  • Provide personalized investment advice and guidance to clients
  • Identify opportunities to deepen client relationships and drive business growth
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance

Requirements

  • 2+ years of experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Series 7 and 63 licenses or ability to obtain within 6 months

What We Offer

  • A competitive salary and bonus structure
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) matching program and employee stock purchase plan
  • Opportunities for professional development and career advancement

About Fidelity

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a range of investment products and services, including brokerage accounts, retirement plans, and wealth management solutions.

Why Join Fidelity?

  • Be part of a dynamic and growing company with a strong reputation in the industry
  • Work with a talented team of professionals who are passionate about delivering exceptional client experiences
  • Enjoy a comprehensive benefits package and opportunities for professional development
  • Contribute to the success of a company that is committed to making a positive impact on the lives of our clients and communities

How to Apply

If you are a motivated and results-driven individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.



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