Financial Services Professional
3 weeks ago
We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our valued clients.
The Expertise We're Looking For:
- Experience in customer service, phone, or financial services is highly valued
- Banking, insurance, or financial experience is a plus
- We will support you in obtaining the necessary FINRA licenses, including the Series 7 and 63
- Degree and/or professional certifications are beneficial, and our Tuition Reimbursement program can help you achieve your goals
The Purpose of Your Role:
As a Financial Representative, you will have the opportunity to make a meaningful impact on our clients' lives. You will partner with our clients to understand their financial needs and provide tailored solutions to help them achieve their goals.
The Skills You Bring:
- Excellent interpersonal skills and a passion for building strong relationships
- Able to assess client needs and identify opportunities to deepen relationships
- Remarkable attention to detail and ability to prioritize tasks
- Organizational skills to manage multiple tasks and projects
- Coachable, collaborative, and curious, with a desire to learn and grow
Our Investments in You:
Fidelity Investments is committed to supporting the growth and development of our associates. We offer a competitive total rewards package, including a stable base salary, and a range of benefits to help you and your family achieve a healthy work-life balance.
The Value You Deliver:
- As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our valued clients
- By identifying leads and making effective introductions, you will directly impact the success of our branch
- Your efforts will be valued by clients, and you will find working with them a rewarding experience
- As a technology champion for the branch, you will be an early adopter of technology and share your knowledge with the team
Certifications:
Series 7 - FINRA, Series 63 - FINRA
Category:
Customer Service
Fidelity Investments is committed to creating a hybrid work environment that blends the best of both onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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