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Financial Services Representative

1 month ago

Walnut Creek, California, United States Fidelity Investments Full time

About the Role

We are seeking a highly 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 to understand their financial needs and goals.
  • Provide personalized financial guidance and recommendations to clients, leveraging your expertise in financial services.
  • Identify opportunities to deepen client relationships and drive business growth through effective sales and marketing strategies.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and excellence in client service.

Requirements

  • 2+ years of experience in financial services, customer service, or a related field.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
  • Series 7 and 66 licenses, or willingness to obtain.

What We Offer

  • A competitive base salary range of $45,000 - $75,000 per year, depending on experience and qualifications.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Ongoing training and development opportunities to enhance your skills and knowledge in financial services.
  • A collaborative and dynamic work environment that values diversity, equity, and inclusion.

Certifications: Series 07 – FINRA, Series 63 – FINRA, Series 66 – FINRA