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Financial Services Professional

2 months ago


Sacramento, California, United States Fidelity Investments Full time
Key Responsibilities

As a Financial Representative at Fidelity Investments, you will play a critical role in delivering exceptional client experiences. Your expertise in compliance and front lobby transactions will enable you to identify opportunities for growth and contribute to branch success.

Key Skills
  • Subject matter specialist in compliance and front lobby transactions
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
What We Offer

At Fidelity Investments, we are committed to providing our clients with rewarding interactions. As a Financial Representative, you will have the opportunity to work with a talented team and contribute to our mission of delivering exceptional client experiences.