Financial Representative - Covington

Company Name:
Salary period: Annual
As a Financial Representative , you will be focused on setting the industry standard in customer experience and part of a fast-paced team environment. You will play a critical role in enhancing customer relationships and providing solutions for their short and long term needs. We will provide you the opportunity to participate in a comprehensive training program that supplies you with the necessary knowledge and expertise to interact effectively with our customers while obtaining your Series 7 and 63 licenses. This training, licensing and new hire experience will begin to build a foundation that can lead to endless possibilities within our organization. While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud history. We believe in putting the customer first, being respectful, delivering with integrity, honest interactions, driving innovation and continuous improvement. These simple yet powerful principles set us apart from our competition. Primary Responsibilities Engage with customers by providing outstanding service when they call in to our regional center while responding to their inquiries and requests for information and assistance with their brokerage accounts. This includes the description of account features, communicating account balances, and executing efficient and accurate trades Educate and empower our customers through insightful conversations and leveraging onlin

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