Financial Representative - Milwaukee, WI
Fidelity Investments · Brookfield, Wisconsin, US
Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face...
Job description
Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We’re Looking For: - 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 The Purpose of Your Role: It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring: Note: Fidelity is not providing immigration sponsorship fo...