Financial Representative - Katy, TX
Fidelity(1 month ago)
About this role
A Financial Representative at Fidelity plays a crucial role in shaping the branch atmosphere through integrity and client engagement. The position focuses on building long-lasting relationships with clients, providing exceptional customer service, and ensuring compliance in all front lobby transactions.
Required Skills
- Customer Service
- Interpersonal Skills
- Compliance
- Organizational Skills
- Attention to Detail
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - 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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