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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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Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Experience with Google Cloud Platform, Amazon Web Services or other cloud computing platforms.
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This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts.
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The Regional Financial Analyst ( RFA") will partner with and support the Services Region, sales and financial teams with financial analysis and accounting activities including driving the budget, forecast, and actual monthly reporting processes, In addition, they will support the sales planning, performance and effectives analysis processes including detailed profitability analysis.
$86,000 - $108,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Job Description: Financial Services Representative Have a passion for helping people? 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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Apply banking, compliance, financial, and analytical skills to various client situations and practice disciplines, including development and review of client policies and procedures, processes and controls, risk assessments, corporate governance structure, compliance with bank regulations, operation efficiency, and management of risk.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We assist companies and non-profit organizations in delivering benefits to their employees.
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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.
$45,000 - $75,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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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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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Title: financial services Company: Stephanie Wilmsmeyer State Farm Agent
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