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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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Job Description: Financial Services Representative Have a passion for helping people? Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
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Work with clients to gather data to define their financial planning and investment needs. Identify client issues, explain financial planning concepts, clarify goals & objectives, and prepare financial plans.
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Depth of knowledge in multiple areas of financial planning. Experience working with financial planning software. Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies.
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Your Journey Begins HereESL has an immediate opportunity for a Financial Services Representative in our Brighton Henrietta office which supports the financial needs of this growing community.
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With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
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Crafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client.
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Financial Services Representative. In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
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Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. What's the growth trajectory for a Benefits Representative.
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Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
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