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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. 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.
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Certifications:Certified Financial Planner ® / CFP. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
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Job Description: Financial Consultant. We assist companies and non-profit organizations in delivering benefits to their employees. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA.
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Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
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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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FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Senior Accountant, and Accounting Assistant and others in the Accounting and Finance to apply.
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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). Fidelity Investments is an equal opportunity employer.
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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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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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We welcome those with experience in jobs such as Controller, Residential Real Estate Agent, and Staff Accountant and others in the Accounting and Finance to apply. 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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Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. We welcome those with experience in jobs such as Field Client Relationship Manager, Accounts Receivable Clerk, and Controller and others in the Accounting and Finance to apply.
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Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
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Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. 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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financial services jobs Title: financial Company: Jobs Via Efinancialcareers in Moapa, Nevada
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