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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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Financial Services Representative. 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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Job SummaryReporting to and under the general supervision of the Director of Financial Aid (Director), and with additional lead work direction of the State Programs and Processing Coordinator, the Financial Aid Representative acts as part of the Financial Aid processing and advising team and performs moderately complex professional student services work and is responsible for all phases of financial aid application processing.
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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.
$45,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Job Description:Financial Services Representative. 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.
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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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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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Job Description: Financial Services Representative Have a passion for helping people? Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA Certifications: Series 07 – FINRA, Series 66 – FINRA.
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To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller.
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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. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams.
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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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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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financial services jobs Title: financial services representative in Moapa, Nevada
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