Financial Representative - Overland Park, KS
Fidelity(2 months ago)
About this role
A Financial Representative at Fidelity serves as the public-facing branch associate who represents the firm’s values and fosters long-term client relationships. The role is supported by structured training and licensing pathways and contributes to overall branch success through client engagement and compliance awareness.
Required Skills
- Interpersonal
- Client Assessment
- Detail Orientation
- Organization
- Coachability
- Collaboration
- Technology Adoption
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - 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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