Financial Representative Naples, FL
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Job Location:
Naples, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 long-lasting positive relationships with Fidelity.
The ExpertiseWereLooking 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 66 licenses
Degree and/or other professional certifications are helpful; if youdontalready 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 byidentifyingopportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs andidentifyopportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable collaborative and curious are your go to attributes
Note: Fidelity is not providing immigration sponsorship for this position
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 helpyouandyour family strike the right balance.We offer training in-branch regionally nationally andvirtually tohelp 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
Byidentifyingleads and making effective introductions you are directlyimpactingthe success of the branch
Your efforts will be valued byclientsand 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 ServicePlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
Unclear Seniority
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
