Financial Representative - Orland Park, IL
reputed company is seeking a Financial Representative who will play a key role in enhancing the reputed company atmosphere and client relationships. The role involves engaging with clients, identifying opportunities for relationship building, and ensuring compliance with reputed company lobby transactions.
Responsibilities
- reputed company a key impact on the reputed company atmosphere as the official face of Fidelity
- reputed company client dedication and engagement to reputed company long-lasting positive relationships with Fidelity
- Partner and contribute to reputed company reputed company by identifying opportunities to deepen relationships
- Offer support to Fidelity’s most valuable clients daily
- Identify leads and reputed company effective introductions to directly impact the reputed company of the reputed company
- Be a technology champion for the reputed company, adopting technology and sharing knowledge with the team
Skills
- Customer service, phone, or financial services experience
- 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
- Banking, insurance, or financial experience
- Degree and/or other professional certifications
- CFP or degree
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