Current jobs related to Financial Services Representative - Greenville - Fidelity Investments

  • Financial Services Representative

    4 weeks ago

    Greenville, South Carolina, United States New York Life - Greenville, South Carolina Full time

    Job OpportunityNew York Life is seeking a talented Financial Services Representative to join our team in Greenville, South Carolina. As a Financial Services Representative, you will have the opportunity to work with clients to create personalized financial plans that meet their unique needs and goals.About the RoleThis is a fantastic opportunity for...

  • Financial Services Representative

    4 weeks ago

    Greenville, South Carolina, United States New York Life Full time

    About New York LifeNew York Life is a leading financial services company that has been providing financial security and peace of mind to individuals and families for over 65 years. We are committed to helping our policy owners achieve their long-term financial goals through our insurance, annuity, and investment solutions.Job SummaryWe are seeking a highly...

  • Financial Services Representative

    1 month ago

    Greenville, South Carolina, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...

  • Financial Services Representative

    4 weeks ago

    Greenville, South Carolina, United States CPM Federal Credit Union Full time

    Job DescriptionAt CPM Federal Credit Union, we are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional service to our members, handling a wide range of member inquiries, and promoting our credit union's products and...

  • Financial Services Representative

    1 month ago

    Greenville, South Carolina, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...

  • Financial Services Representative

    6 days ago

    Greenville, South Carolina, United States The Sullivan Agency Full time

    Job DescriptionWe are seeking a motivated and results-driven individual to join our team as a Financial Services Representative. As a representative, you will be responsible for selling insurance products to clients and helping them achieve their financial goals.Our company, The Sullivan Agency, is a leading provider of insurance solutions and has been...

  • Financial Services Professional

    2 months ago

    Greenville, South Carolina, United States First Command Financial Services, Inc Full time

    About Us:First Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job Summary:We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...

  • Financial Services Representative

    2 months ago

    Greenville, South Carolina, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.Key...

  • Sales and Service Representative

    1 week ago

    East Greenville, Pennsylvania, United States Univest Financial Corporation Full time

    OverviewUnivest Financial Corporation, a leading financial institution with approximately $7.9 billion in assets and $5.0 billion in assets under management, is seeking a highly motivated Sales and Service Representative to join its East Greenville team.ResponsibilitiesDevelop and maintain personal banking relationships with new and existing customersProvide...

  • Experienced Financial Consultant

    2 days ago

    Greenville, South Carolina, United States Stone Press Financial Group Full time

    Job OpportunityStone Press Financial Group is seeking a skilled Experienced Financial Advisor to collaborate with our team. The ideal candidate will possess a deep understanding of financial products and services, as well as excellent communication skills to effectively advise clients on their financial objectives and risk tolerance.Key...

  • Insurance and Financial Services Representative

    7 days ago

    Greenville, South Carolina, United States Terri Waggoner - State Farm Agent Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for establishing customer relationships, following up with customers, and educating them about insurance options.Responsibilities:Establish customer...

  • Financial Services Representative

    3 weeks ago

    Greenville, South Carolina, United States Family Trust Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Service Consultant I to join our team at Family Trust Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, processing financial transactions, and promoting credit union products and services.Key ResponsibilitiesMember...

  • Financial Planning Leader for Military Families

    1 day ago

    Greenville, South Carolina, United States First Command Financial Services, Inc Full time

    OverviewFirst Command Financial Services, Inc. is a leading financial services company serving the military community. We are seeking a Financial Planning Leader to join our team and help military families achieve their financial goals.Estimated Salary$80,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionThe Financial...

  • Financial Planner

    2 weeks ago

    Greenville, South Carolina, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...

  • Financial Advisor

    5 months ago

    Greenville, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Planner

    4 weeks ago

    Greenville, South Carolina, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...

  • Financial Services Professional

    6 days ago

    Greenville, South Carolina, United States Western & Southern Life Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation solutions.Key ResponsibilitiesIdentify...

  • Customer Service Representative

    1 week ago

    Greenville, South Carolina, United States Global Lending Services LLC Full time

    Why Choose Global Lending Services LLC?At Global Lending Services LLC, we believe that access to affordable transportation is essential for leading productive work and personal lives. Our mission is to provide innovative solutions for individuals and families to meet their transportation needs. Our CultureWe are a dynamic and adaptive organization that...

  • Sales Representative

    7 days ago

    Greenville, South Carolina, United States Lumina Financial Solutions Full time

    Job OverviewLumina Financial Solutions is seeking a highly motivated and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for building and maintaining relationships with clients, identifying their insurance needs, and providing tailored solutions to meet those needs.We offer a 100% commission-based...

  • Financial Services Specialist

    2 days ago

    Greenville, North Carolina, United States Vidant Health Full time

    Job SummaryAs a Financial Counselor at Vidant Health, you will play a critical role in analyzing financial, demographic, and clinical information to locate or assist patients in finding eligible payment sources. Your primary responsibility will be to aggressively pursue the collection of high-dollar patient account balances while evaluating and auditing...

Financial Services Representative

2 months ago

Greenville, United States Fidelity Investments Full time
Job Description: Financial Consultant
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. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Being coachable, collaborative, and curious are your "go to" attributes
    • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
    • Motivated by results and finding solutions, you take initiative and exceed customer expectations
    • Extensive knowledge of investment solutions Our Investments in You
      Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
      The Value You Deliver
      • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
      • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
      • You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
        Company Overview

        Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

        Join Us

        At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

        blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

        At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. 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.

        We invite you to Find Your Fidelity at .

        Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
        We welcome those with experience in jobs such as Financial Analyst, Bookkeeper, and Staff Accountant and others in the Accounting and Finance to apply.