Financial Representative - Huntersville, NC
Fidelity(1 month ago)
About this role
A Financial Representative at Fidelity is the branch’s public-facing associate responsible for building long-term client relationships and representing the firm’s values. The role is supported with training and development, including assistance in obtaining required FINRA licenses. Fidelity provides a competitive total rewards package and opportunities for professional growth.
Required Skills
- Customer Service
- Financial Services
- Compliance
- Client Engagement
- Client Assessment
- Detail-Oriented
- Organizational Skills
- FINRA Licensing
- Technology Adoption
- Coachable
+1 more
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
- CFP
- Degree
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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