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In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
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Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity.
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We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA. Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire.
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Series 07 - FINRA, Series 63 - FINRA. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. And our benefit programs are designed to help you and your family strike the right balance.
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Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.
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Because we believe everyone should be happy, healthy and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
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A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
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Series 07 - FINRA, Series 66 - FINRA. Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up.
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Must have Core Banking, Lending Business, wealth management skills/knowledge along with KYC, Account Opening. Leading various tasks relating to development and architecting of Salesforce CRM system with Financial and Marketing Cloud experience with facing C-level business users, Account officers, Relationship Mangers, Regional heads with banking domain, wealth management.
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The Senior Sales Support Specialist supports delivery of support services to the organization's sales force to achieve sales objectives and drive revenue under limited supervision. Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
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FEATURED BLOG POSTS
Why Are Internships Important & How Can You Get One?
Internships are for college students or people who have just completed their degree. If you are a student or recent grad, you may be wondering how to land an internship. If you've never had one, you may even wonder if you need one. After all, didn’t you work in that call center while also doing exams? Or perhaps you’ve bartended your first year in college?
Why is Networking Important & How to Network Effectively
Even if you’ve worked hard to earn a degree from an impressive school, landing your dream job might still come down to who you know – otherwise known as networking. Lots of qualified candidates might apply for a job, but the person who gets it might very well be so-and-so’s sibling, friend, or kid. Sometimes the only way to get your foot in the door is to know someone.
Why Do Recruiters Ghost and What Can You Do About It?
Once you’ve finally mustered up the courage to find another job, leaning into the job hunt can feel scary and overwhelming. So, it does nothing to help your confidence when your outbox is full of unanswered follow-ups and interview requests. You thought that ghosting only happens on dating apps—so why do recruiters ghost, too? Recruiter ghosting is not an effective recruiting strategy, but sometimes it’s inevitable. How can you overcome such an unfortunate new career trend? Read on.
Internal Hiring Best Practices
Each companies hiring strategy is based on a set of rules that defines the ideal candidate. Many companies utilize internal and external hiring to ensure they have skilled, experienced workers. If you work in recruiting, maximizing your internal hiring strategies could be the key to retaining employees and simplifying your hiring process.
Why is it so Hard to Get a Job After College
For many, it was easy finding a job while in college. But after job hunting for weeks, you may wonder why it is so hard to get a job after college. After all, you’ve put a lot of time and effort into getting your degree. But don’t get discouraged. The University of Washington found that 53% of graduates are either unemployed or working a job that doesn’t require a degree. Other studies also show that landing your first job can take between 3 and 6 months. So, getting your first job takes time.
Why Leadership Is So Important in Your Career
There are plenty of baseball players worldwide, but only a select few will master the sport enough to play in the World Series. Similarly, you’ll meet hundreds of “managers” throughout your professional career. Still, only a few will cement themselves as true leaders in your mind. This is why leadership is important—the most influential leaders leave a mark. They inspire.
Making the Move to Salary Transparency
The salary transparency trend continues. Last year, Colorado passed its Equal Pay Transparency Rules, which required employers to include compensation in job postings, notify employees about promotional opportunities, and record job descriptions and wage records. Soon after, states like Washington, Nevada, Maryland, and Rhode Island followed suit.