About this role
Financial Representative - Sunnyvale, CA at Fmr. Location: Sunnyvale, California, United States. Role: engaging clients, identifying opportunities, supporting branch Requirements: Customer-service or financial experience preferred; strong interpersonal, organizational, and client-assessment skills; willingness to study for FINRA Series 7 and 66 licenses; coachable and technology-adaptive. Category: Customer Service Seniority: Entry Level Certifications: series 07, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English