Financial Representative

3 days ago


Bethesda, Maryland, United States Fidelity Investments Full time

About the Role

We are seeking a skilled Financial Representative to join our team at Fidelity Investments. 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 receive tailored solutions.
  • Identify opportunities to deepen client relationships and drive business growth through effective lead generation and conversion.
  • Collaborate with colleagues to achieve branch objectives, sharing knowledge and best practices to enhance client outcomes.

Requirements

  • Proven experience in customer-facing roles, with a strong track record of building and maintaining client relationships.
  • Excellent communication and interpersonal skills, with the ability to adapt to diverse client needs and preferences.
  • Strong product knowledge and expertise in financial services, with a passion for staying up-to-date on industry trends and developments.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining a high level of accuracy and attention to detail.

What We Offer

Fidelity Investments is committed to investing in our people and providing a supportive and inclusive work environment. As a Financial Representative, you will have access to comprehensive training and development programs, as well as opportunities for career advancement and professional growth.

Certifications:

Securities Industry Essentials (SIE) – Issuing Authority, Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA



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