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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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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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Financial Services Representative. Eagerness to learn and build a career in financial services. 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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Through its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor to join their team in the Berkeley, CA area. Representatives are employed by Patelco Credit Union and registered through CUSO Financial Services, LP (CFS.
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Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job 3-4 years client experience in Retail Banking and/or in the financial services industry. Including, but not limited to: BSA, Check 21, CIP, CRA, HMDA, Reg B, Reg D, Reg E, Reg CC, Truth in Savings, Privacy Compliance and the Patriot Act. Essential Functions/Responsibilities Partner with Retail Banking leadership and Financial Wellness Program Manager to execute consumer bank strategies and objectives to attract, retain and grow relationships, fulfill client’s financial needs, collaborate through bank, and provide a fIRST Class Client Experience.
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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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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
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Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks.
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We assist companies and non-profit organizations in delivering benefits to their employees. Build and Solidify Skills: You ll continue to spend four days a week working from home and one day a week in an Investor Center, where you ll support customers with increasing complexity to develop and hone your skills.
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Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.
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This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). Certifications: You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 FINRA.
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Series 07 - FINRA, Series 66 - FINRA. During your onboarding experience in this role, you ll support Fidelity s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
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This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. Fidelity Investments is an equal opportunity employer.
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These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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financial services jobs Title: business analyst senior agile
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