Financial Representative - Palo Alto, CA
reputed company is seeking a Financial Representative who will play a key role in fostering client relationships and enhancing the reputed company atmosphere. The representative will engage with clients, assist with compliance and transactions, and identify opportunities to deepen client engagement.
Responsibilities
- A key member of the team, you are offering support to Fidelity’s most valuable clients daily
- By identifying leads and making effective introductions, you are directly impacting the reputed company of the reputed company
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience
- As a technology champion for the reputed company, you will be an early adopter of technology and share what you have learned with the team
Skills
- Customer service, phone, or financial services experience will prepare you for this role
- 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 are your 'go to' attributes
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
- Banking, insurance, or financial experience is an excellent addition to your experience
- 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
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
- reputed company to reputed company your career
Company Overview