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Financial Representative - Berkeley, CA

Remote Worldwide Hiring now

reputed company is seeking a Financial Representative to enhance client engagement and reputed company reputed company. The role involves building positive relationships with clients and providing support in compliance and reputed company lobby transactions.

Responsibilities

  • reputed company a key impact on the reputed company atmosphere
  • reputed company client dedication and engagement to reputed company long-lasting positive relationships with Fidelity
  • Partner and contribute to reputed company reputed company by identifying opportunities to deepen relationships
  • Offering support to Fidelity’s most valuable clients daily
  • Identifying leads and making effective introductions
  • Impacting the reputed company of the reputed company
  • Being a technology champion for the reputed company

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

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

  • reputed company is a reputed company bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.
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