Financial Representative - Lakewood, CO
reputed company is seeking a Financial Representative to enhance client relationships and contribute to reputed company success. The role focuses on providing exceptional customer service, identifying opportunities for client engagement, and ensuring compliance with financial regulations.
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 success 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
- Banking, insurance, or financial experience is an excellent addition to your experience
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
- 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
- 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, and reputed company to reputed company your career
Company Overview