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We assist companies and non-profit organizations in delivering benefits to their employees. 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. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Financial Analyst, and Payroll Specialist and others in the Accounting and Finance to apply.
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Certified Financial Planner ® / CFP. 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.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Financial Services Representative. 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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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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Eagerness to learn and build a career in financial services. 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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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.
Full-timeExpandApply NowActive JobUpdated 13 days ago - 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.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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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. 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! 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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Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
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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.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago
non profit organizations jobs Title: financial services representative Company: Fidelity Investments in Norwood, Massachusetts
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