Financial Representative - Farmington Hills, MI
On-site · Farmington Hills, Michigan, United States
Farmington Hills, Michigan, United StatesOn-siteFull TimeMid LevelNot SpecifiedEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Job Summary
Financial Representative role at Fidelity in Farmington Hills focusing on client engagement, front lobby transactions, compliance, and relationship development with Fidelity clients; supports licensing steps (Series 7/63/65/66) and training; emphasis on interpersonal skills and drive to identify client opportunities.
Required Qualifications
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
- Excellent interpersonal skills
- Customer service experience
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