Financial Representative
| Company | Fidelity Investments |
|---|---|
| Location | Sarasota, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- Ability to learn FINRA licensing material and obtain Series 7 and 66 licenses
- Degree and/or other professional certifications
Responsibilities
- Have rewarding interactions with clients
- Partner and contribute to branch success by identifying opportunities to deepen relationships
- Offer support to Fidelity’s most valuable clients daily
- Identify leads and make effective introductions
- Be a technology champion for the branch
Preferred Qualifications
- 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