Financial Representative - Lone Tree, CO
Fidelity(7 days ago)
About this role
A Financial Representative at Fidelity is a client-facing role focused on delivering excellent service, building long-term client relationships, and supporting the branch in achieving success. The role involves developing client trust and collaborating with team members while learning necessary financial licenses.
Required Skills
- Customer Service
- Financial Advisory
- Client Relations
- Communication
- Attention to Detail
- Organization
- Collaboration
- Technology Adoption
- Financial Licensing
- Relationship Building
Qualifications
- Series 07 - 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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