Client-Focused Financial Advisor (Onsite)

Fidelity Investments Inc.; Dunwoody (GA); In loco; USD 50.000 - 75.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments Inc. in Dunwoody, GA is seeking a Financial Representative to be the official face of the branch, delivering friendly, knowledgeable service and accurate, compliant transactions.

You will engage with clients to understand needs and provide solutions while upholding Fidelity's service standards. The role emphasizes teamwork, ongoing training for Series 7 and 66 licensing, and opportunities to advance within a supportive environment that values client relationships and

Competenze

• Customer service or financial services experience required.
• Experience in banking, insurance, or financial services is a plus.
• Pursuit of CFP/degree beneficial; tuition reimbursement available.

Mansioni

• Serve as the face of Fidelity in the branch lobby and front desk.
• Identify opportunities to deepen client relationships and referrals.
• Assist with daily transactions and ensure compliance standards.

Conoscenze

Customer service

Banking/financial services

Series 7/66 licenses

Interpersonal communication

Attention to detail

Organization

Technology adoption

Formazione

Bachelor's degree

Descrizione del lavoro

Fidelity Investments Inc. in Dunwoody, GA is seeking a Financial Representative to be the official face of the branch, delivering friendly, knowledgeable service and accurate, compliant transactions.

You will engage with clients to understand needs and provide solutions while upholding Fidelity's service standards. The role emphasizes teamwork, ongoing training for Series 7 and 66 licensing, and opportunities to advance within a supportive environment that values client relationships and