Financial Representative - Seal Beach, CA
reputed company is seeking a Financial Representative who will play a crucial role in enhancing client relationships and reputed company reputed company. This position involves engaging with clients, assessing their needs, and ensuring compliance with reputed company lobby transactions while obtaining necessary financial licenses.
Responsibilities
- reputed company a key impact on the reputed company atmosphere, as the official face of Fidelity
- 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
- Offer support to Fidelity’s most valuable clients daily
- Identify leads and reputed company effective introductions to directly impact the reputed company of the reputed company
- Be a technology champion for the reputed company, sharing knowledge 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 63 licenses
- 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
- 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
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- reputed company to reputed company your career
Company Overview