Financial Representative - Albany, NY

Fidelity Investments is a leading financial services company, and they are seeking a Financial Representative to enhance client relationships and branch success. This role involves engaging with clients, assessing their needs, and contributing to the overall branch atmosphere through exemplary service and compliance expertise.ResponsibilitiesInspire client dedication and engagement to develop long-lasting positive relationships with FidelityPartner and contribute to branch success by identifying opportunities to deepen relationshipsOffer support to Fidelity’s most valuable clients dailyIdentify leads and make effective introductions to impact the success of the branchAct as a technology champion for the branch, sharing knowledge with the teamSkillsCustomer service, phone, or financial services experienceBanking, insurance, or financial experienceAbility to learn the FINRA licensing material and work to obtain the Series 7 and 66 licensesDegree 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 oneSuperb interpersonal skills and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and ability to prioritizeOrganizational skills to manage multiple tasksBeing coachable, collaborative, and curiousBenefitsComprehensive health care coverage and emotional well-being supportMarket-leading retirementGenerous paid time off and parental leaveCharitable giving employee match programEducational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your careerCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.



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