Financial Representative

6 days ago


Hilton Head, South Carolina, United States Fidelity TalentSource LLC Full time

Job Overview:

Fidelity Investments is a leading financial services company that offers a range of investment and financial products to individuals, businesses, and institutions. 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 customer service and building strong relationships with our clients. You will work closely with our clients to understand their financial goals and objectives, and provide personalized investment advice and solutions to help them achieve their goals.

Key Responsibilities:

  • Provide exceptional customer service and build strong relationships with clients
  • Work closely with clients to understand their financial goals and objectives
  • Provide personalized investment advice and solutions to help clients achieve their goals
  • Stay up-to-date with industry trends and developments to provide the best possible advice to clients
  • Collaborate with other team members to achieve business objectives

Requirements:

  • Customer service experience, preferably in a financial services environment
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Knowledge of financial products and services, including investments and retirement planning
  • Series 7 and 66 licenses or ability to obtain within a reasonable timeframe

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) plan with company match
  • Opportunities for professional development and career advancement
  • A dynamic and supportive work environment

How to Apply:

If you are a motivated and customer-focused individual who is passionate about providing exceptional service to clients, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.



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