Financial Representative - Jacksonville

Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

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.

* 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 online resources * Provide expertise on inquiries pertaining to retirement, taxation, and the markets * Partner across the organization to deliver world-class service and ensure continuous process improvements * Utilize available resources, including Fidelity.com and a Microsoft Windows-based workstation to execute trades, account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes

**Education and Experience (preferred but not required)** * Bachelor’s Degree * An affinity towards learning about Financial Services, basic market knowledge or previous experience within the industry **Skills and Knowledge** * Demonstrated commitment to driving customer loyalty and building lifetime relationships with customers by delivering effective and efficient interactions * Professional communication skills * Strong problem solving, analytical and critical thinking skills * Ability to contribute in a fast paced, team-oriented environment * Aptitude to multi-task and adjust quickly to change in a busy financial service center * Demonstrated influencing and/or consultative skills preferred but not required