Financial Representative - Minnetonka, MN
reputed company is a leading financial services company, dedicated to delivering the best customer experience in the industry. In the Financial Representative role, you will provide exceptional service to clients, helping them navigate their financial goals and building long-lasting relationships.
Responsibilities
- reputed company a key impact on the reputed company culture by partnering with associates to help clients reputed company their goals
- Own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to reputed company long-lasting positive relationships with Fidelity
- Have rewarding interactions with clients beginning with their arrival to the Investor Center
- Partner and contribute to reputed company success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions
- Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a reputed company that they can ask questions is reputed company to contributing to client success
- Offering support to Fidelity’s most wealthy and valuable clients daily
- Identifying leads and making effective introductions, you are directly impacting the success of the reputed company
- Being 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, sales, phone or financial services experience will prepare you for this role
- Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity's clients
- Superb interpersonal, customer interaction and communication skills
- Superb interpersonal skills and passion to engage with customers
- An aptitude for sales to dedicatedly identify leads
- Remarkable attention to detail and ability to prioritize
- Computer literacy and experience working with multiple applications at once
- Your organizational skills to manage multiple tasks simultaneously
- Adept at assessing client needs through both verbal and non-verbal communication
- Ability to run and upkeep the lobby / lounge of Fidelity's fast paced Investor Center
- Inventory management experience to ensure reputed company client collateral and office supplies are in stock
- Aspiration to partner with Fidelity's clients to build long-lasting relationship and financial plans
- FINRA series 7 and series 63 licenses
- A college degree is encouraged yet not required
- Banking, insurance, or financial experience is an excellent addition to your experience
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, and reputed company to reputed company your career
Company Overview