Financial Services Representative College Graduate - Altamonte Springs FL
Financial Services Representative College Graduate - Altamonte Springs FL
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
Financial Representative
We believe that as a Financial Representative you make a key impact on the branch atmosphere as the official face of Fidelity. Through integrity and honesty we know you will inspire client dedication and engagement to develop longlasting positive relationships with Fidelity.
The Expertise Were Looking For
- Customer service phone or financial services experience will prepare you for this role
- Banking insurance or financial experience is an excellent addition to your experience
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses
- Degree and/or other professional certifications are helpful; if you dont already have a CFP or degree our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
- Superb interpersonal skills and passion to engage with clients
- An aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable collaborative and curious are your go to attributes
Our Investments in You
Fidelitys greatest advantage is our people and we believe it is important to approach life holistically. We offer a competitive total rewards package including a stable base salary to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance. We offer training inbranch regionally nationally and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
- A key member of the team you are offering support to Fidelitys most valuable clients daily
- By identifying leads and making effective introductions you are directly impacting the success of the branch
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience
- As a technology champion for the branch you will be an early adopter of technology and share what you have learned with the team
Certifications:
Series 07 FINRA Series 66 FINRACategory:
Customer ServiceFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
