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Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Candidates must hold active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA.
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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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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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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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Certifications: You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 FINRA. Series 07 - FINRA, Series 66 - FINRA. 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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We assist companies and non-profit organizations in delivering benefits to their employees. Build and Solidify Skills: u00A0You 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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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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This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). 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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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 a privately held company with a mission to strengthen the financial well-being of our clients.
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Fidelity Investments is an equal opportunity employer. Financial Services Representative. 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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We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
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Discover Success: You ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
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Series 7 & Series 63. In this role, you will be responsible for trading various fixed income and securitized products, including MBS, CMBS, and SBA securities. We are seeking a highly motivated and detail-oriented Fixed Income and Securitized Products Trader to join our dynamic team.
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SIP, H.323 Cisco C/EX/SX/DX/MX Series TelePresence and WebEx Endpoints Cisco TelePresence Management Suite (TMS) Cisco Unified Attendant Console. Windows, MAC, Mobile Cisco EXPRESSWAY Series (Core, Edge) for MRA and B2B Cisco Video Communications Server (VCSC, VCSE) Cisco Integration with MS Teams Video Conferencing and Video Telephony protocol's.
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series inbound calls jobs Company: Ameriprise Financial
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