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Financial Consultant Program - Financial Representative - San Antonio, TX | Financial Service Repr1

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Financial Consultant Program - Financial Representative - San Antonio, TX

San Antonio, TX

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series seven and series 63 licenses allowing you to provide fundamental financial guidance and mentorship. The Ability Were Looking For A college diploma is encouraged yet not required We feel customer service, sales, phone or financial services background will prepare you for this role Banking, insurance, or financial background is an excellent addition to your background We'll support you while you learn the FINRA licensing material and work to obtain your Series seven & 63 licenses during your 1st six monthsThe Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities. The Skills You Bring Superb people skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and background working with multiple applications at onceThe Value You Deliver A vital member of the team, you are offering support to Fidelitys most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding background As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamHow Your Work Impacts the Organization Fidelity remains committed to delivering the best customer background in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build longterm relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.Company Overview At Fidelity, we are focused on making our financial ability broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a working environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For info about working at Fidelity, visit Fidelity Investments is an equal opportunity employer.
Fidelity Investments
April 16 on Adzuna
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More About this Listing: Financial Consultant Program - Financial Representative - San Antonio, TX
Financial Consultant Program - Financial Representative - San Antonio, TX is a Accounting & Finance Financial Service Representative Job at Fidelity Investments located in San Antonio TX. Find other listings like Financial Consultant Program - Financial Representative - San Antonio, TX by searching Oodle for Accounting & Finance Financial Service Representative Jobs.