Financial Representative - Coral Gables, FL
Fidelity(1 month ago)
About this role
A Financial Representative at Fidelity serves as the official face of the branch, representing the firm in client interactions and fostering long-term client relationships. The role emphasizes compliance knowledge and handling front-lobby transactions while identifying opportunities to deepen relationships. Fidelity provides training and support for professional development, including preparation for required FINRA licensing.
Required Skills
- Interpersonal
- Client Engagement
- Needs Assessment
- Detail Orientation
- Organization
- Coachability
- Compliance
- Technology Adoption
- Lead Generation
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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