Financial Representative
6 days ago
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 critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.
Key Responsibilities- Client Acquisition and Retention: Identify and pursue new business opportunities, build strong relationships with existing clients, and develop strategies to retain and grow client relationships.
- Financial Planning and Advice: Provide personalized financial planning and investment advice to clients, helping them achieve their financial goals and objectives.
- Product and Service Knowledge: Stay up-to-date on Fidelity's products and services, and effectively communicate their benefits to clients.
- Business Development: Collaborate with colleagues to identify and pursue new business opportunities, and develop strategies to drive business growth.
- Client Communication: Develop and maintain strong communication skills, ensuring effective communication with clients, colleagues, and management.
- Education and Experience: Bachelor's degree in a related field, or equivalent experience in financial services.
- Skills and Abilities: Excellent communication and interpersonal skills, strong analytical and problem-solving skills, ability to work in a fast-paced environment, and a passion for delivering exceptional customer service.
- FINRA Licenses: Series 7 and 66 licenses, or ability to obtain within a reasonable timeframe.
- Competitive Compensation: A competitive base salary and bonus structure, with opportunities for advancement and professional growth.
- Benefits and Perks: Comprehensive health and wellness benefits, retirement savings plan, paid time off, and other perks and benefits.
- Training and Development: Ongoing training and development opportunities, including tuition reimbursement and professional certifications.
- Company Culture: A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.
- Professional Growth: Opportunities for advancement and professional growth, with a clear path for career development.
- Client Focus: A client-centric approach, with a focus on delivering exceptional service and building strong relationships.
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