Financial Services Representative
3 weeks ago
**Financial Services Representative**
Have a passion for helping people? 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. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
**What to expect**
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.
- ** 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. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
- ** 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. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
- ** Discover Success**: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
**Advantages of our career development experience**
- ** You are supported.** We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams You don’t need a finance background or college degree to succeed in this role.
- ** You are celebrated**. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
- ** You are growing.** From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
- ** You get variety.** You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
**The expertise we’re looking for**
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
**The Skills You Br**ing**
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
**Our Investments in You**
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. 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.
Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA
**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 futu
-
Financial Representative Trainee
3 days ago
Brookfield, United States Hiring Now! Full timeFinancial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Services Professional
3 days ago
Brookfield, United States Bankers Life Full timeBankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning...
-
Financial Professional Trainee
5 days ago
Brookfield, United States Mutual of Omaha Full timeFinancial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Member Service Rep-
4 days ago
Brookfield, United States Sikorsky Financial Credit Union Full timeJob DescriptionJob DescriptionWhy Join the Sikorsky Credit Union Team?Sikorsky Credit Union has been named the #1 Credit Union in Connecticut for 4 years in a row. We are one of the largest credit unions in the state, with over $1 billion in assets, and we continue to grow!If you are passionate about helping people achieve their financial goals and want to...
-
Customer Service Representative
2 weeks ago
Brookfield, United States K9 Resorts of Brookfield Full timeJob DescriptionJob DescriptionTitle: Customer Service RepresentativeReports to: General ManagerCustomer Service RepresentativeThe Customer Service Representative is responsible for providing every client with a wow experience. As a CSR, you are the face of the company. The CSRs purpose is to make every person and dog that walks in feel comfortable,...
-
Brookfield, United States Hilton Garden Inn Full timeEmbark on an exciting journey in the hospitality industry at Brookfield Hilton Garden Inn, now hiring a Hotel Evening Guest Service Representative Weekend! **Starting wage for this position is $15.00 per hour but final wage will be based on experience** We are proud to foster a fun and inclusive atmosphere for our ambitious Team Members to flourish while...
-
Customer Service Representative
1 week ago
Brookfield, United States Milwaukee Sales Firm Full timeJob DescriptionJob DescriptionMonarch Evolution is a privately owned marketing and sales firm based in Milwaukee. We specialize in producing direct and engaging service campaigns that are designed to bring a brand directly to its customer base. Currently, we are actively searching for top talent to join our Customer Service Team.The Customer Service...
-
Brookfield, United States Hilton Garden Inn Full timeJob DescriptionJob DescriptionEmbark on an exciting journey in the hospitality industry at Brookfield Hilton Garden Inn, now hiring a Evening Hotel Guest Service Representative Weekend!** Starting wage for this position is $15.00 per hour but final wage will be based on experience**We are proud to foster a fun and inclusive atmosphere for our ambitious Team...
-
Brookfield, United States Hilton Garden Inn Full timeEmbark on an exciting journey in the hospitality industry at Brookfield Hilton Garden Inn, now hiring a Hotel Evening Guest Service Representative Weekend! ** Starting wage for this position is $15.00 per hour but final wage will be based on experience** We are proud to foster a fun and inclusive atmosphere for our ambitious Team Members to flourish while...
-
Brookfield, United States Hilton Garden Inn Full timeJob DescriptionJob DescriptionEmbark on an exciting journey in the hospitality industry at Brookfield Hilton Garden Inn, now hiring a Hotel Morning Guest Service Representative Weekend!** Starting wage for this position is $15.00 per hour but final wage will be based on experience**We are proud to foster a fun and inclusive atmosphere for our ambitious Team...
-
Customer Service Representative
5 hours ago
Brookfield, United States Langlois Vital Nutrition Center Full time10 - 15 hours a week alternating hours with the other two client care coordinators**. Lots of flexibility with your hours.** Super upbeat, fun, natural health clinic specializing in food coaching, weight loss, chiropractic, massage and finding the true cause of health problems, not masking symptoms with drugs or herbal medicines. We have been in business...
-
Sales and Marketing Representative
5 days ago
Brookfield, United States Milwaukee Sales Firm Full timeJob DescriptionJob DescriptionCalling all energetic and ambitious self-starters, it's time for you to join our unstoppable Sales and Marketing team!At Monarch Evolution, We specialize in high-quality products and delivering superior customer experience. Our mission is to provide brands with the opportunity to connect directly with their target market...
-
Financial Sales Analyst
1 week ago
Brookfield, United States Fiserv Full timeCalling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...
-
Sr. Financial Analyst
1 month ago
Brookfield, United States Fiserv Full timeCalling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit...
-
Member Services Representative
3 days ago
Brookfield, United States Planet Fitness Full timeAt Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential. We are currently looking for a high energy individual with a passion for helping others and a drive to succeed to join our team! The Member Services Representative is...
-
Customer Care Representative
1 month ago
Brookfield, United States North Shore Bank Full timeCustomer Care Representative Tracking Code 5862 Job Description As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And its our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace nine times by...
-
Employee Benefits Senior Account Representative
3 weeks ago
Brookfield, United States USI Insurance Services, Inc. Full timeAssists the Account Management team in servicing and retention of accounts. Major Responsibilities: Provide internal assistance to Account Managers. Handle all product implementation paperwork with carriers. Request, review, and coordinate updates. T Benefits, Representative, Senior, Account Manager, Employee, Insurance, Technology
-
Member Services Representative – Call Center
1 month ago
Brookfield, United States Common Ground Healthcare Cooperative Full timePosition SummaryThe Member Services Representative is primarily responsible for delivering effective customer service for all Common Ground Healthcare Cooperative (CGHC) members and stakeholders by utilizing excellent, in-depth knowledge of company products and procedures. This position will assist members and stakeholders in the areas of enrollment, premium...
-
Member Services Representative
1 month ago
Brookfield, United States Common Ground Healthcare Cooperative Full timeJob DescriptionJob DescriptionPosition SummaryThe Member Services Representative is primarily responsible for delivering effective customer service for all Common Ground Healthcare Cooperative (CGHC) members and stakeholders by utilizing excellent, in-depth knowledge of company products and procedures. This position will assist members and stakeholders in...
-
Custom Apparel Customer Service Representative
2 weeks ago
Brookfield, United States Bolt Printing Full timeOnline screen printing & embroidery company in Brookfield, CT is hiring a Custom Apparel Customer Service Representative. The primary responsibility is to assist customers in navigating the ordering process, think of it like Custom Apparel Concierge. Key Responsibilities: - Provide personalized assistance to customers with artwork, product options, and...