Financial Representative

1 week ago


Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

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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