Financial Representative

2 weeks ago

Littleton, Colorado, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.

Key Responsibilities
  • Provide exceptional customer service and support to clients
  • Identify and pursue new business opportunities
  • Develop and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry trends and regulatory requirements
What We Offer

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also provide training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

Requirements
  • Customer service, phone, or financial services experience
  • Banking, insurance, or financial experience is an excellent addition
  • Ability to learn and obtain FINRA licensing material
  • Strong interpersonal and communication skills
Why Work with Us?

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Equal Opportunity Employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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