Financial Representative - Dunwoody, GA
Fidelity(7 days ago)
About this role
The Financial Representative at Fidelity focuses on building positive client relationships through integrity and excellent customer service. They support clients with financial transactions and identify opportunities to deepen relationships, contributing to the success of the branch.
Required Skills
- Customer Service
- Client Engagement
- Attention to Detail
- Financial Services
- Relationship Building
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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