Financial Representative

Are you passionate about helping individuals and families achieve their financial goals? Do you thrive in a fast-paced and dynamic environment? If so, then Fidelity Investments is the place for you! We are currently seeking a dedicated and driven Financial Representative to join our team. As a Financial Representative, you will have the opportunity to make a meaningful impact on our clients' lives by providing personalized financial guidance and solutions. Join us and be a part of a company that values innovation, collaboration, and growth. To be successful in this role, you should have a strong understanding of financial products and services, excellent communication skills, and a genuine desire to help others. If this sounds like you, we encourage you to apply and become a part of our Fidelity family.

1. Provide personalized financial guidance and solutions to clients to help them achieve their financial goals.
2. Educate clients on various financial products and services offered by Fidelity Investments.
3. Build and maintain strong relationships with clients to ensure their long-term financial success.
4. Identify and understand clients' financial needs and recommend appropriate solutions.
5. Actively seek out and follow up on potential leads to grow the client base.
6. Stay up-to-date on industry trends and changes to effectively advise clients on their financial decisions.
7. Collaborate with team members to meet sales goals and provide exceptional customer service.
8. Maintain accurate records of client interactions and transactions.
9. Adhere to all regulatory and compliance standards in the financial industry.
10. Continuously strive to enhance knowledge and skills through training and development opportunities.
11. Represent the company in a professional and ethical manner at all times.
12. Demonstrate a strong commitment to customer satisfaction and loyalty.
13. Participate in team meetings and contribute ideas for improvement and growth.
14. Continuously assess and improve processes to enhance efficiency and client experience.
15. Act as a brand ambassador for Fidelity Investments and promote its values and mission.

According to JobzMall, the average salary range for a Financial Representative in New York, NY, USA is between $41,000 and $70,000 per year. However, this can vary depending on factors such as the company, experience, and education level. Additionally, commission and bonuses may also play a role in the overall salary for this position.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.