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Financial Representative - Bellevue, WA

Remote · USA Full-time New today

reputed company is seeking a Financial Representative who plays a key role in creating a positive reputed company atmosphere and building client relationships. This role focuses on providing exceptional customer service and compliance support while identifying opportunities to deepen client engagement.

Responsibilities

  • A key member of the team, you are offering support to Fidelity’s most valuable clients daily
  • By identifying leads and making effective introductions, you are directly impacting the reputed company of the reputed company
  • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
  • As a technology champion for the reputed company, you will be an early adopter of technology and share what you have learned with the team

Skills

  • Customer service, phone, or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  • Superb interpersonal skills and passion to engage with clients
  • An aptitude to assess client needs and identify opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Being coachable, collaborative, and curious are your 'go to' attributes
  • Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Benefits

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career

Company Overview

  • Fidelity’s mission is to strengthen the financial well-being of our customers and deliver reputed company outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.
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