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

  • Financial Advisor

    2 months ago

    Westwood, United States Citizens Financial Group, Inc. Full time

    Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively Financial Advisor, Advisor, Financial, Investment, Product Sales, Client Relations, Banking

  • Financial Advisor

    2 months ago

    Westwood, United States Citizens Financial Group, Inc. Full time

    Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...

  • Customer Service Representative

    2 weeks ago

    Westwood, New Jersey, United States Sodexo S A Full time

    About the RoleSodexo is seeking a Customer Service Representative to join our team at HACKENSACK MERIDIAN HEALTH AT PASCACK VALLEY. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients and customers.Key ResponsibilitiesOperate the cash register and complete transactions with a customer-first...

  • Freelance Copywriter

    1 week ago

    Westwood, Massachusetts, United States Onward Search Full time

    About the RoleOnward Search, a leading staffing and talent solutions company, is partnering with a global financial service provider to find a talented Freelance Copywriter to join their award-winning in-house agency.Key ResponsibilitiesCollaborate with the Creative Director of Copy and cross-functional teams to develop personalized communications for...

  • Customer Service Representative

    2 weeks ago

    Westwood, New Jersey, United States Domino's Pizza LLC Full time

    About UsAt Domino's Pizza LLC, we pride ourselves on being a leading player in the fast-food industry. Our company values people above all else, and we strive to create an environment where our team members can thrive and grow.Job SummaryWe are seeking a highly motivated and cheerful Customer Service Representative to join our team. As a CSR, you will be...

  • Customer Service Representative

    4 days ago

    Westwood, Massachusetts, United States Beacon Hill Full time

    Beacon Hill is seeking a skilled Customer Service Representative to join our team. As a Temporary Billing Coordinator, you will be responsible for resolving patient inquiries and billing issues in a timely and accurate manner. Your duties will include: **Key Responsibilities:** * Respond to patient inquiries via phone, email, and mail regarding billing...

  • Account Representative

    1 week ago

    Westwood, Massachusetts, United States Graybar Full time

    About the RoleWe are seeking a highly motivated and experienced Account Representative to join our team at Graybar. As an Account Representative, you will be responsible for servicing key accounts and soliciting new business to maximize sales and profitability.Key ResponsibilitiesDevelop and implement strategies to increase sales and profits from key...

  • Customer Service Representative

    2 weeks ago

    Westwood, Massachusetts, United States Wegmans Full time

    We are seeking a skilled Customer Service Representative to join our team at Wegmans. As a Restaurant Clerk, you will be responsible for providing exceptional customer service and addressing the needs of customers in a timely and effective manner.Key Responsibilities:Provide outstanding customer service and resolve customer complaints in a professional and...

  • Account Representative

    7 days ago

    Westwood, Massachusetts, United States Graybar Full time

    Account Representative Job Description At Graybar, we are seeking a highly motivated and results-driven Account Representative to join our team. As an Account Representative, you will be responsible for servicing key accounts and soliciting new business to maximize sales and profitability. Key Responsibilities: * Implement strategies to increase sales and...

  • Customer Service Representative

    1 week ago

    Westwood, Massachusetts, United States Beacon Hill Full time

    We are seeking a skilled Customer Service Representative to join our team at Beacon Hill. As a Temporary Customer Service Specialist, you will be responsible for providing exceptional customer service to patients and resolving their inquiries in a timely and professional manner.Key Responsibilities:Respond to patient inquiries via phone, email, and mail...

  • Junior Wealth Management Planner

    3 weeks ago

    Westwood, Massachusetts, United States Heritage Financial Services, LLC Full time

    Financial Planning AssociateHeritage Financial Services, LLC is looking for a dedicated Financial Planning Associate to become an integral part of our centralized planning team. In this role, you will play a crucial part in developing detailed financial strategies, assessing both opportunities and risks, and supporting our wealth management teams in their...

  • Customer Service Representative

    2 weeks ago

    Westwood, California, United States MANCHESTER SUBARU Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Manchester Subaru. As a key member of our dealership's administration team, you will be responsible for providing exceptional customer service, handling administrative tasks, and supporting our sales and service teams.Key Responsibilities:Greet...

  • Customer Service Representative

    2 weeks ago

    Westwood, New Jersey, United States Domino's Franchise Full time

    **Job Summary**At Domino's Franchise, we're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our front-line staff, you will be responsible for providing exceptional service to our customers, ensuring their satisfaction and loyalty to our brand.**Key Responsibilities:**Provide...

  • Financial Services Professional

    2 weeks ago

    Westwood Lake, Florida, United States Titan Ventures Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at Titan Ventures. As a key member of our organization, you will play a crucial role in providing exceptional customer service and support to our clients.Key ResponsibilitiesAssist clients with financial planning and investment...

  • Customer Service Representative

    2 weeks ago

    Westwood, Massachusetts, United States IASIS Healthcare Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at IASIS Healthcare. As a key member of our call center team, you will be responsible for providing exceptional customer service to our patients, answering their inquiries, and resolving their issues in a timely and professional manner.Key...

  • Customer Service Representative

    2 days ago

    Westwood, Massachusetts, United States Wegmans Food Markets Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our Front End Customer Service Team as a Lot Attendant. In this role, you will play a critical part in ensuring our customers have a positive shopping experience.Key ResponsibilitiesMaintain the appearance and safety of the parking lot, including gathering shopping carts and...

  • Customer Service Representative

    1 week ago

    Westwood, Massachusetts, United States Wegmans Food Markets Full time

    We are seeking a highly motivated and customer-focused individual to join our Front End Customer Service Team as a Parking Lot Attendant. As a member of our team, you will play a critical role in ensuring that our customers have a positive shopping experience.Key Responsibilities:Maintain a safe and clean parking lot environment by gathering shopping carts,...

  • Customer Service Representative

    2 weeks ago

    Westwood, Massachusetts, United States Wegmans Food Markets Full time

    Job Summary:We are seeking a skilled and friendly Parking Lot Attendant to join our Front End Customer Service Team at Wegmans Food Markets. As a Parking Lot Attendant, you will be responsible for maintaining the appearance and safety of the parking lot, gathering shopping carts, and providing excellent customer service to our valued customers.Key...

  • Customer Service Representative

    1 week ago

    Westwood, Massachusetts, United States Wegmans Food Markets Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our Front End Customer Service Team as a Parking Lot Attendant. As a key member of our team, you will be responsible for ensuring a positive shopping experience for our customers by maintaining the appearance and safety of the parking lot, gathering shopping carts, and...

  • Financial Advisor

    2 months ago

    Westwood, United States Citizens Full time

    Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual...

Financial Services Representative

4 months ago

Westwood, 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 65 - 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 Residential Real Estate Agent, Financial Analyst, and Staff Accountant and others in the Accounting and Finance to apply.