Financial Representative - Burlingame, CA
reputed company is seeking a Financial Representative to play a key role in enhancing the reputed company atmosphere and fostering client relationships. The representative will engage with clients, identify opportunities for deeper connections, and support reputed company reputed company through compliance and transaction expertise.
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 impact the reputed company of the reputed company
- Be a technology champion for the reputed company, adopting and sharing new technology with the team
Skills
- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- Ability to 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
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