Financial Representative - Winter Park, FL

Fidelity(4 days ago)

HybridFull TimeJunior$47,000 - $51,000Customer Service

About this role

A Financial Representative at Fidelity plays a key role in fostering client relationships through integrity and excellent service. They engage with clients, identify opportunities, and support branch success by providing financial guidance and compliance oversight.

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Required Skills

Customer Service
Financial Services
Client Engagement
Attention to Detail
Organizational Skills
Compliance
Relationship Building
Technology Adoption
Communication
Teamwork

Qualifications

Series 07 - FINRA
Series 66 - FINRA

About Fidelity

fidelity.com

Fidelity 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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