Financial Representative - Indianapolis, IN
Fidelity(2 months ago)
About this role
A Financial Representative at Fidelity serves as the public face of the branch, representing the firm to clients and supporting long-term client relationships. The role operates within branch operations and compliance for front-lobby transactions, with company-provided training and support for FINRA licensing and career development.
Required Skills
- Customer Service
- Interpersonal Skills
- Detail Orientation
- Organization
- Sales
- Compliance
- Technology Adoption
- Coachability
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
- Series 63 - 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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