Financial Representative - Greenville, DE jobs in United States
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Fidelity Investments · 16 hours ago

Financial Representative - Greenville, DE

positionGreenville, DE
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Fidelity Investments is a leading financial services company, and they are seeking a Financial Representative to enhance client engagement and develop relationships. The role involves supporting clients with compliance and transactions, as well as identifying opportunities to deepen client relationships.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Make a key impact on the branch atmosphere as the official face of Fidelity
Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
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 to impact the success of the branch
Be a technology champion for the branch and share knowledge with the team

Qualification

Customer service experienceBankingFinancial experienceSeries 7 licenseSeries 66 licenseInterpersonal skillsAttention to detailOrganizational skillsCoachableCuriousCollaborative

Required

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 you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
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

Benefits

Tuition Reimbursement

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase