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Financial Representative - Vero Beach, FL
Job description
Job Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship. The Expertise We’re Looking ForA college degree is encouraged yet not requiredWe feel customer service, sales, phone or financial services experience will prepare you for this roleBanking, insurance, or financial experience is an excellent addition to your experienceWe'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months
Responsibilities & skills
Education
A vital member of the team, you are offering support to Fidelitys most wealthy and valuable clients dailyBy identifying leads and making effective introductions, you are directly impacting the success of the branch
Experience
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