Financial Services Representative

2 weeks ago

Fort Lauderdale, 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 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 Accountant, Financial Analyst, and Controller and others in the Accounting and Finance to apply.

  • Financial Services Representative State Farm Agent Team Member

    5 days ago

    Fort Lauderdale, United States Peter Weidinger - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingCompetitive salaryOpportunity for advancementTraining & developmentROLE DESCRIPTION:As a Financial Services Representative with the Peter Weidinger Ins Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your...

  • Remote Life Insurance Sales Representative

    3 weeks ago

    Fort Lauderdale, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Customer Service Representative

    7 days ago

    Fort Lauderdale, United States Venture Tech Solutions, Inc. Full time

    Sunrise Financial Solutions is looking for enthusiastic individuals, motivated to make a positive change in people's lives. To join our rapidly growing debt management team as a Customer Service Representative and help advocate for our clients to help them achieve financial freedom. We are excited to meet you, please make sure to submit your resume!! What we...

  • Financial Services Representative State Farm Agent Team Member

    6 days ago

    Fort Lauderdale, United States Jessica Alvarez - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical...

  • Entry Level Financial Representative

    7 days ago

    Fort Lauderdale, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Fort Lauderdale, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Financial Services Professional

    6 days ago

    Fort Lauderdale, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Fort Lauderdale, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • E-Commerce Client Service Representative

    6 days ago

    Fort Lauderdale, United States The Watches of Switzerland Group Full time

    E-Commerce and Client Financial Service Representative E-Commerce and Client Financial Service Representative responds to customer web inquiries regarding online merchandise or service orders. Assists customers with product selection, answers basic questions, and suggests various product options that are available. The E-Commerce and Client Financial...

  • Senior Financial Analyst

    3 weeks ago

    Fort Lauderdale, United States Creative Financial Staffing Full time

    Senior Financial Analyst: Well-established organization located in Ft. Lauderdale. Why take a Senior Financial Analyst role with this company? Join a well-established company, well known company in the financial services industry. Enjoy a comprehensive benefits package, including medical, dental, 401k, PTO, and life insurance. Play a crucial role in...

  • Director, Financial Planning

    18 hours ago

    Fort Worth, United States First Command Financial Services Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...

  • Customer Service Representative

    3 days ago

    Fort Lauderdale, United States HH Staffing Services Full time

    Job DescriptionJob DescriptionWe are seeking Customer Service Representatives to assist one of our clients for seasonal work! You will be responsible for helping customers by providing product and service information.Responsibilities:Handle customer inquiries and transactionsProvide information about the products and servicesDevelop and maintain a...

  • Director Financial Planning

    4 weeks ago

    Fort Worth, United States First Command Financial Services Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...

  • Registered Client Service Associate

    13 hours ago

    Fort Lauderdale, United States Raymond James Financial Services Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Client Service Representative

    5 days ago

    Fort Wayne, United States SYM Financial Advisors Full time

    **Position Description** Title**:Client Service Representative (CSR)** Reports to: Julie Shepherd - Client Service Manager Benefits: Yes Status: Non-exempt - **Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?**_ **Who is SYM?** SYM Financial Advisors serves as a trusted expert to our...

  • Registered Client Service Associate

    2 weeks ago

    Fort Lauderdale, United States Raymond James Financial Services Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Registered Client Service Associate

    2 weeks ago

    Fort Lauderdale, United States Raymond James Financial Services Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Fall 2024 Financial Representative Intern South Florida

    7 days ago

    Fort Lauderdale, United States Northwestern Mutual Full time

    Financial Representative Interns at Northwestern Mutual help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support...

  • Member Service Representative

    5 days ago

    Fort Lauderdale, United States BrightStar Credit Union Full time

    Job DescriptionJob DescriptionAbout BrightStar Credit Union, we are committed to creating a diverse work environment where everyone has an opportunity to succeed and feel a sense of belonging. We are dedicated to empowering the careers of our employees and helping them reach their full potential. Our work environment is fun, fast-paced, and service-oriented....

  • Senior Financial Analyst

    6 days ago

    Fort Lauderdale, United States TEAM Industrial Services Full time

    WHY YOU'LL DIG YOUR GIG In short, our purpose at TEAM is to blow people’s minds and steal their hearts with incredible brand experiences. We want you to help us help our brands do amazing, unprecedented, wildly creative things, creating moments that people never forget and that people will want to share with others. To make all that great work happen takes...

  • Financial Representative

    2 weeks ago

    Fort Lauderdale, 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...

  • Client Service Representative

    7 days ago

    Fort Lauderdale, United States The Watches of Switzerland Group Full time

    E-Commerce Client Service Representative E-Commerce Client Service Representative responds to customer web inquiries regarding online merchandise or service orders. Assists customers with product selection, answers basic questions, and suggests various product options that are available. The E-Commerce Client Service Representative documents and resolves...