Financial Representative
1 week ago
Job Summary:
Fidelity TalentSource LLC is seeking a skilled 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.
About the Role:
We are looking for a highly motivated and customer-focused individual who can provide exceptional service to our clients. As a Financial Representative, you will be responsible for identifying opportunities to deepen relationships, assessing client needs, and providing tailored solutions to meet their financial goals.
Key Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial needs and goals
- Assess client needs and identify opportunities to provide tailored solutions
- Provide exceptional customer service to ensure client satisfaction and loyalty
- Work collaboratively with the branch team to drive business growth and achieve sales targets
- Stay up-to-date with industry developments and regulatory requirements to ensure compliance
What We Offer:
Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also provide training and development opportunities to help you succeed in your role.
Requirements:
- Customer service or financial services experience is an asset
- FINRA licensing (Series 7 and 66) is required
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet sales targets
About Fidelity TalentSource LLC:
Fidelity TalentSource LLC is a leading provider of financial services. We are committed to helping our clients achieve their financial goals and building strong relationships with our clients and partners.
Why Join Us:
At Fidelity TalentSource LLC, we value honesty, integrity, and the safety of our associates and clients. We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive total rewards package.
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