Financial Representative

23 hours ago


Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

Job Overview:

Fidelity Investments is a leading financial services company that offers a range of investment and retirement products. We are seeking a highly motivated and customer-focused Financial Representative to join our team.

About the Role:

As a Financial Representative, you will be responsible for providing exceptional client service and support to our clients. You will work closely with our clients to understand their financial goals and objectives, and provide personalized investment advice and guidance to help them achieve their goals.

Key Responsibilities:

  • Provide exceptional client service and support to our clients
  • Work closely with clients to understand their financial goals and objectives
  • Provide personalized investment advice and guidance to help clients achieve their goals
  • Develop and maintain strong relationships with clients
  • Stay up-to-date with industry trends and developments

Requirements:

  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Excellent problem-solving and analytical skills
  • Ability to work independently and as part of a team
  • Series 7 and 66 licenses

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

How to Apply:

If you are a motivated and customer-focused individual who is passionate about providing exceptional client service, we encourage you to apply for this exciting opportunity.



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