Financial Representative

4 weeks ago

Red Bank, 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 Glassdoor Employees’ Choice Award, 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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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 fidelitycareers.com.

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 accommodations@fmr.com.

We welcome those with experience in jobs such as Bilingual Customer Service , Bookkeeper, and Accounting Manager and others in the Accounting and Finance to apply.

  • Financial Representative Assistant

    1 week ago

    Red Bank, United States Northeast Financial Network Full time

    🌟 We’re Hiring! Financial Representative Assistant 🌟BIOND Financial is looking for a highly organized, proactive, and trustworthy Financial Representative Assistant to join our team.In this role, you’ll support the daily operations of an investment advisor, helping manage client relationships, scheduling, and new business processes while...

  • Financial Representative Assistant

    7 days ago

    Red Bank, United States Northeast Financial Network Full time

    🌟 We’re Hiring! Financial Representative Assistant 🌟BIOND Financial is looking for a highly organized, proactive, and trustworthy Financial Representative Assistant to join our team.In this role, you’ll support the daily operations of an investment advisor, helping manage client relationships, scheduling, and new business processes while...

  • Financial Representative Assistant

    24 hours ago

    Red Bank, United States Northeast Financial Network Full time

    ???? Were Hiring! Financial Representative Assistant ???? BIOND Financial is looking for a highly organized, proactive, and trustworthy Financial Representative Assistant to join our team. In this role, youll support the daily operations of an investment advisor, helping manage client relationships, scheduling, and new business processes while maintaining a...

  • College Financial Representative

    3 days ago

    Red Bank, United States Northwestern Mutual Red Bank Full time

    Job Description Our Full-Time Financial Advisors and College Financial Representative Interns at Northwestern Mutual Red Bank help their clients live more and worry less through our unique approach to financial planning. Our advisors, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing...

  • College Financial Representative

    21 hours ago

    Red Bank, United States Northwestern Mutual Red Bank Full time

    Job Description Our Full-Time Financial Advisors and College Financial Representative Interns at Northwestern Mutual Red Bank help their clients live more and worry less through our unique approach to financial planning. Our advisors, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing...

  • Professional Financial Consultant

    3 weeks ago

    Red Bank, New Jersey, United States Northwestern Mutual Red Bank Full time

    Pursue a Rewarding Career in Financial PlanningWe are excited to offer the position of College Financial Representative at Northwestern Mutual Red Bank to individuals who share our passion for helping others achieve financial freedom. As a representative, you will have the chance to develop your skills, expand your network, and build a successful financial...

  • Financial Planning Specialist

    3 weeks ago

    Red Bank, New Jersey, United States Northwestern Mutual Red Bank Full time

    Opportunity to Thrive as a Financial PlannerWe are seeking highly motivated and ambitious individuals to join our team at Northwestern Mutual Red Bank as College Financial Representatives. This role offers a unique opportunity to build a financial planning practice, work with clients to achieve their goals, and develop a professional network. You will have...

  • Financial Advisor

    7 days ago

    Red Bank, United States Northwestern Mutual Full time

    *** Paid Licensing & Training Provided by Northwestern Mutual, Commission Incentivized Role **** Must be commutable distance to Red Bank, New Jersey ** 2024 Graduates & Career Changers Encouraged to Apply! *Financial Advisors at Northwestern Mutual Red Bank help their clients live more and worry less through our personalized approach to financial planning....

  • Financial Advisor

    5 months ago

    Red Bank, United States Northwestern Mutual Full time

    *** Paid Licensing & Training Provided by Northwestern Mutual, Commission Incentivized Role **** Must be commutable distance to Red Bank, New Jersey ** 2024 Graduates & Career Changers Encouraged to Apply! *Financial Advisors at Northwestern Mutual Red Bank help their clients live more and worry less through our personalized approach to financial planning....

  • Financial Services Representative

    4 weeks ago

    Red Bank, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf 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...

  • Financial Operations Coordinator

    3 weeks ago

    Red Bank, New Jersey, United States SkyView Investment Advisors Full time

    Job DescriptionWe are seeking an experienced Client Service Representative to join our team. The ideal candidate will have prior experience working in an operations position at a financial firm and possess strong communication and client service skills.The role involves:Providing top-notch customer service to clientsWorking closely with clients to ensure...

  • Financial Operations Specialist

    2 weeks ago

    Red Bank, New Jersey, United States SkyView Investment Advisors Full time

    Company Overview">SkyView Investment Advisors is a leading SEC-registered investment advisory firm founded in 2009 with over $5 billion AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory services.">About the...

  • Wealth Creation Advisor

    2 weeks ago

    Red Bank, New Jersey, United States Northwestern Mutual Red Bank Full time

    Unlock Your Earning Potential as a Financial PlannerNorthwestern Mutual Red Bank is seeking talented and results-driven individuals to fill the position of College Financial Representative. This role offers an unparalleled opportunity to grow your career, develop your skills, and build a successful financial planning practice. You will have the chance to...

  • Accountant

    1 day ago

    Red Bank, United States Vaco Full time

    Staff Accountant Position Overview: We are seeking a detail-oriented and highly organized Staff Accountant to join our dynamic finance team. The ideal candidate will play a crucial role in maintaining accurate financial records, ensuring compliance with company policies and accounting standards, and supporting the month-end and close. Key Responsibilities:...

  • Operations/Client Service Rep

    7 days ago

    Red Bank, United States SkyView Investment Advisors Full time

    Company DescriptionSkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...

  • Operations/Client Service Rep

    4 months ago

    Red Bank, United States SkyView Investment Advisors Full time

    Company Description SkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...

  • Operations/Client Service Rep

    4 months ago

    Red Bank, United States SkyView Investment Advisors Full time

    Company DescriptionSkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...

  • Director of Surgical Operations

    3 weeks ago

    Red Bank, Tennessee, United States NextUp Connections LLC Full time

    About the Opportunity:The Director of Surgical Services will play a pivotal role in ensuring patient safety, satisfaction, and adherence to regulatory standards while fostering collaboration across departments and with the medical staff. This position requires a leader who can model excellence, integrate services across facilities, and lead initiatives that...

  • Automotive Service Representative

    1 week ago

    Red Lion, Pennsylvania, United States Ciocca Automotive Western Division Full time

    About Ciocca Automotive Western DivisionWe are a dynamic and growing organization seeking an energetic individual to join our team as an Automotive Service Representative. In this role, you will have the opportunity to make a positive impact on our customers and community while achieving your financial and career goals.Salary and BenefitsThe hourly pay for...

  • Office Associate Representative

    2 weeks ago

    Red Hook, New York, United States Mike Mills - State Farm Agent Full time

    At Mike Mills - State Farm Agent, we're seeking an Insurance and Financial Services Professional to join our team. As an Office Associate, you'll play a vital role in helping customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.Job DescriptionThe successful candidate will be responsible for:Marketing State Farm...