Financial Services Representative - Congress St (Boston, MA)
Fidelity(12 days ago)
About this role
A Financial Representative at Fidelity interacts with clients, providing support and advice to build long-term relationships. The role involves understanding client needs and offering appropriate financial solutions, while working within a team environment. Training and licensing support are provided to help develop necessary professional credentials.
Required Skills
- Customer Service
- Financial Advice
- Client Engagement
- Interpersonal Skills
- Attention to Detail
- Organization
- Technology Adoption
- Compliance
- Financial Licensing
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.
View more jobs at Fidelity →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Fidelity
Similar Jobs
Financial Advisor - Minneapolis/St. Paul - South Metro
Thrivent(7 months ago)
Financial Advisor - Greater Boston, MA
Thrivent(10 months ago)
Financial Advisor - Virginia Beach, VA
Thrivent(10 months ago)
Financial Advisor - Eveleth, MN
Thrivent(7 months ago)
Financial Advisor - Greater San Francisco Bay Area
Thrivent(11 months ago)
Financial Advisor - Lansing, MI
Thrivent(7 months ago)