Friday , April 12 2024

Fidelity Careers – Financial Representative

Website Fidelity

Job Description:

It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success.

Job Requirements:

  • A college degree is encouraged yet not required
  • Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • Ability to run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center
  • Computer literacy and experience working with multiple applications at once
  • An aptitude for sales to dedicatedly identify leads
  • Remarkable attention to detail and ability to prioritize
  • Your organizational skills to manage multiple tasks simultaneously
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Superb interpersonal, customer interaction and communication skills
  • Superb interpersonal skills and passion to engage with customers
  • Adept at assessing client needs through both verbal and non-verbal communication

Job Details:

Company: Fidelity

Vacancy Type:  Full Time

Job Location: Dallas, TX, US

Application Deadline: N/A

Apply Here