Financial Representative

1 week ago


Lake Elmo, Minnesota, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Provide expert advice and guidance on financial products and services, ensuring clients receive tailored solutions.
  • Identify opportunities to deepen client relationships and drive business growth through effective lead generation and conversion.
  • Collaborate with colleagues to achieve branch goals and objectives, sharing knowledge and best practices to drive success.
Requirements
  • Superb interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Excellent communication and presentation skills, with the ability to articulate complex financial concepts in a clear and concise manner.
  • Strong analytical and problem-solving skills, with the ability to identify opportunities and drive business growth.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
What We Offer

Fidelity Investments is committed to supporting the growth and development of our employees. We offer a competitive total rewards package, including a stable base salary, comprehensive benefits, and opportunities for professional development and advancement.

Certifications

We require Series 7 and 63 licenses, which we will support you in obtaining through our training and development programs.

Category

Customer Service


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