Fidelity
Financial Services
FinancialServicesRepresentative
“Financial Services Representative at Fidelity. Skills: Customer service, Financial services, Relationship building. Inspire client dedication and engagement. Develop positive relationships with Fidelity”
What You'll Achieve.
Inspire client dedication and engagement; Develop long-lasting positive relationships with Fidelity; Have rewarding interactions with clients; Contribute to branch success; Identify opportunities to deepen relationships; Directly impacting the success of the branch
Industry & Context.
What They're Looking For.
Must Have
Customer service experience, Phone experience, Financial services experience, FINRA licensing material, Series 7 license, Series 63 license
Nice to Have
Banking experience, Insurance experience, Financial experience, CFP, Degree, Professional certifications
What You'll Do.
Inspire client dedication and engagement
Develop positive relationships with Fidelity
Have rewarding interactions with clients
Partner and contribute to branch success
Identify opportunities to deepen relationships
Identify opportunities
Manage multiple tasks
Offer support to Fidelity’s most valuable clients
Make effective introductions
Be a technology champion
Adopt technology early
Share learned technology
How You'll Work.
Team & Collaboration
Partner and contribute to branch success; Share what you have learned with the team
Applying for this Financial Services Representative role?
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ANONYMOUS · UNFILTERED
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