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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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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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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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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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Financial Services Representative. Eagerness to learn and build a career in financial services. Certifications: You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 FINRA.
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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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We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! Once you complete this training journey, you ll transition to working fully on-site in an Investor Center.
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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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This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). 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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Fidelity Investments is an equal opportunity employer. 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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Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. 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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Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. 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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They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP.
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Client Services Assistant (Administrative Support Assistant II), Financial Aid California State University, San Bernardino Job No: 540136 Work type: Staff Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location) Job Summary: The Client Services Assistant is responsible for the day-to-day customer service functions of the Office of Financial Aid and Scholarships customer service area.
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financial services paid training jobs Title: financial in Moapa, Nevada
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