Financial Representative - Clearwater, FL
Fidelity(19 days ago)
About this role
The Financial Representative role at Fidelity involves engaging with clients to develop positive relationships through excellent customer service and financial advice. The position supports clients' financial needs and promotes branch success by identifying opportunities and deepening client relationships.
Required Skills
- Customer Service
- Financial Advice
- Relationship Building
- Attention to Detail
- Organizational Skills
- Communication
- Client Management
- Technology Adoption
Qualifications
- Series 7 - 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.
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