Financial Representative - Naperville, IL
reputed company is seeking a Financial Representative to reputed company a key impact on the reputed company atmosphere as the official face of Fidelity. The role involves inspiring client dedication, engaging with clients, and contributing to reputed company reputed company by identifying opportunities for deeper relationships.
Responsibilities
- 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, early adopter of technology, and reputed company what you have learned 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
- 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
- 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