Financial Representative - Berkeley, CA
Fidelity(1 month ago)
About this role
A Financial Representative at Fidelity is the client-facing branch associate who builds long-term relationships through integrity and service. The role supports branch success by managing front-lobby transactions, ensuring compliance, and identifying opportunities to deepen client relationships. The position includes training and support to obtain FINRA Series 7 and 66 licenses.
Required Skills
- Customer Service
- Financial Services
- Banking
- Compliance
- Client Engagement
- Interpersonal Skills
- Detail Orientation
- Organizational Skills
- Lead Identification
- Technology Adoption
+2 more
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
View more jobs at Fidelity →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Fidelity
Similar Jobs
Financial Advisor - Greater San Francisco Bay Area
Thrivent(11 months ago)
Financial Advisor - Memphis
Thrivent(2 months ago)
Client Service Excellence Representative (FINRA Licensed)
Our Group(20 days ago)
Financial Advisor - Charles Town, WV
Thrivent(10 months ago)
Financial Advisor - Pueblo
Thrivent(7 months ago)
Financial Advisor - Waukesha, WI and Surrounding Areas
Thrivent(5 months ago)