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Financial Services Professional

2 months ago

San Jose, California, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is seeking a skilled Financial Services Representative to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their needs and preferences
  • Develop and implement comprehensive financial plans, recommending investment solutions and strategies
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and best practices
  • Collaborate with colleagues to share knowledge and expertise, driving business growth and client satisfaction
Requirements
  • FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and state registrations (or ability to acquire)
  • Strong communication and interpersonal skills, with a keen ability to present complex solutions
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple clients
  • Commitment to delivering exceptional customer service, with a passion for helping others achieve their financial goals
What We Offer

Fidelity Investments provides a competitive total rewards package, including a stable base salary, bonus opportunities, and comprehensive benefits. We also offer training and development programs to help you grow your career and achieve your goals.

About Fidelity

Fidelity Investments is a leading financial services company, dedicated to helping individuals and institutions achieve their financial objectives. With a strong commitment to innovation and customer satisfaction, we strive to be the best place to work and the best place to invest.