Financial Representative - Troy, MI
Fidelity(1 month ago)
About this role
As a Financial Representative at Fidelity, you will play a crucial role in fostering client relationships and enhancing branch success through dedicated service and compliance expertise. This position emphasizes the importance of integrity and engagement to inspire client loyalty and satisfaction.
Required Skills
- Customer Service
- Interpersonal Skills
- Attention to Detail
- Organizational Skills
- Client Engagement
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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