Fidelity
FinancialRepresentative
“Financial Representative at Fidelity. Skills: Client engagement, Relationship building, Financial services. Inspire client dedication. Develop client relationships”
What You'll Achieve.
Develop long-lasting positive relationships; Rewarding interactions with clients; Deepen relationships; Directly impacting the success of the branch
Industry & Context.
No immigration sponsorship
What They're Looking For.
Must Have
Customer service experience, Phone experience, Financial services experience, FINRA licensing material, Series 7 license, Series 66 license
Nice to Have
Banking experience, Insurance experience, Financial experience, CFP, Degree, Professional certifications
What You'll Do.
Inspire client dedication
Develop client relationships
Interact with clients
Identify opportunities
Support Fidelity's clients
Make effective introductions
Act as technology champion
How You'll Work.
Team & Collaboration
Contribute to branch success; Share learned technology with team
Applying for this Financial Representative role?
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ANONYMOUS · UNFILTERED
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