Financial Representative

2 weeks ago


Westlake, Ohio, 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.
  • Identify opportunities to deepen client relationships and increase revenue growth.
  • Provide expert advice and guidance on financial products and services.
  • Work closely with the branch team to achieve sales and service targets.
Requirements
  • Strong interpersonal and communication skills.
  • Ability to assess client needs and identify opportunities.
  • Remarkable attention to detail and ability to prioritize tasks.
  • Organizational skills to manage multiple tasks and projects.
What We Offer

Fidelity Investments is committed to providing a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training and development opportunities to help you succeed in your role.

Why Join Us

As a Financial Representative at Fidelity Investments, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client experiences. You will also have the chance to develop your skills and knowledge in a dynamic and supportive environment.



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