Finance Service Representative
4 weeks ago
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 RoleWorking 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
- 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
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
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 working model 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, 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 Billing and Posting Clerk, Billing, Cost, and Rate Clerk, and Controller and others in the Accounting and Finance to apply.-
Tax Service Representative
2 days ago
Wayne, Michigan, United States Jackson Hewitt Tax Service, Inc. Full timeAbout the RoleWe are seeking a highly skilled and motivated Tax Service Representative to join our team at Jackson Hewitt Tax Service, Inc. As a Tax Service Representative, you will play a critical role in providing exceptional customer service and tax expertise to our clients.Key ResponsibilitiesRespond to client inquiries and address their needs,...
-
Corporate Customer Service Representative
2 months ago
Fort Wayne, United States Brotherhood Mutual Full time** Corporate Customer Service Representative** **Job Category****:** Sales **Requisition Number****:** CUSTO001350 Showing 1 location **Job Details** **Description** Job Title: Corporate Customer Service Representative FLSA Status: Non-Exempt Job Family: Sales Department: Customer Service Location: Home Office (Fort Wayne, IN) JOB SUMMARY Responsible to...
-
Finance Manager, Service Operations
1 month ago
Wayne, United States Getinge Full timeWith a passion for life Join our diverse teams of passionate people and a career that allows you to develop both personally and professionally. At Getinge we exist to make life-saving technology accessible for more people. To make a true difference for our customers – and to save more lives, we need team players, forward thinkers,...
-
Director of Finance
2 months ago
Wayne, United States Hueman PE Talent Solutions Full timeJob DescriptionJob DescriptionOur client is hiring a Director of Finance/Controller as a full-time, permanent position. This position can be performed with a hybrid schedule. Headquarters are in Wayne, PA.The Director of Finance, who will also serve as the Controller, will lead our finance team and oversee all financial operations. In this role, you will be...
-
Patient Services Representative
2 months ago
Wayne, United States RemX Full timeNow Hiring! Patient Service Representative! Contract to hire opportunity! Hours: Monday - Friday 8am - 4:30pm with a half hour lunch Be Part of a High-Performing Team. Here is your chance to join a leading company as a Patient Service Representative. We have an opportunity for someone with 2+ years of Patient Service Representative experience. Enjoy a...
-
Patient Services Representative
2 months ago
Wayne, United States RemX Full timeNow Hiring! Patient Service Representative! Contract to hire opportunity!Hours: Monday - Friday 8am - 4:30pm with a half hour lunchBe Part of a High-Performing Team. Here is your chance to join a leading company as a Patient Service Representative. We have an opportunity for someone with 2+ years of Patient Service Representative experience. Enjoy a...
-
Customer Service Representative
5 days ago
Wayne, Michigan, United States Jackson Hewitt Full timeCustomer Service RepresentativeAt Jackson Hewitt, we're seeking a skilled Customer Service Representative to provide exceptional support to our clients. As a key member of our team, you will play a critical role in delivering a positive experience for our customers.Key Responsibilities:Provide expert customer service and tax knowledge to clients via phone,...
-
Client Service Representative
5 days ago
Wayne, Pennsylvania, United States Mercer Advisors Full timeMercer Advisors is a leading wealth management firm with a rich history of serving high net worth families since 1985. Our mission is to provide a comprehensive approach to managing our clients' finances, acting as a trusted advisor and partner.We are seeking a highly skilled Client Service Specialist to join our team. As a key member of our operations team,...
-
Patient Service Representative
2 months ago
Wayne, United States WellStreet Full time**WellStreet Urgent Care** **Patient Service Representative** **Wayne, MI - Full Time** Guest services Welcome guests, employees, and clients who arrive at the office and clarify the purpose of their visit and who they want to see. Answer all phone calls and emails sent to the main office and provide inter-office messages as requested.
-
Member Services Representative
4 weeks ago
Wayne, United States RemX Full timeNow hiring for a contract to hire Member Services Representative in Denver, COTraining is 8 weeks fully-on site then transitions to fully remoteHours: Monday through Friday 8:00-4:30 2-3 rotating night shifts required weekly with the hours between 11:30am to 9:00pmCompensation: $20-22 hourly dependent on experience $1 increase upon converting to permanent...
-
Customer Service Representative
4 days ago
Wayne, New Jersey, United States Sherwin-Williams Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and driving sales growth.Key ResponsibilitiesCustomer Service: Ensure high...
-
Guest Service Representative
1 week ago
Wayne, United States Nothing Bundt Cakes Full timeThe Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first point of brand contact in our bakery and serves in an essential role to engage and bring joy to our guests,...
-
Customer Service Representative
16 hours ago
Fort Wayne, United States Elevate Energy Team Full timeJob DescriptionJob DescriptionThe customer comes first within the hospitality industry and that is no exception at Elevate Energy Partners. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service...
-
Customer Service Representative
2 weeks ago
Fort Wayne, United States Elevate Energy Team Full time $42,000 - $54,000Job DescriptionJob DescriptionThe customer comes first within the hospitality industry and that is no exception at Elevate Energy Partners. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service...
-
Customer Service Representative
2 weeks ago
Fort Wayne, United States Elevate Energy Team Full time $42,000 - $54,000Job DescriptionJob DescriptionThe customer comes first within the hospitality industry and that is no exception at Elevate Energy Partners. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service...
-
Entry Level Customer Service Representative
3 weeks ago
Wayne, United States MMG Full time $36,000 - $46,000Job DescriptionJob DescriptionWE ARE HIRING A SPIRITED ENTRY LEVEL CUSTOMER SERVICE REPRESENTATIVE TO JOIN OUR TEAM! Are you excited to bolster your customer service prowess and have fun while doing so? Look no further, because we are seeking new talent to join us as an Entry Level Customer Service Representative. We are looking for candidates who not only...
-
Entry Level Customer Service Representative
13 hours ago
Wayne, United States MMG Full timeJob DescriptionJob DescriptionWE ARE HIRING A SPIRITED ENTRY LEVEL CUSTOMER SERVICE REPRESENTATIVE TO JOIN OUR TEAM! Are you excited to bolster your customer service prowess and have fun while doing so? Look no further, because we are seeking new talent to join us as an Entry Level Customer Service Representative. We are looking for candidates who not only...
-
Financial Services Representative
2 weeks ago
Wayne, United States Fidelity Investments Full timeJob 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 Services Representative
4 weeks ago
Wayne, United States Fidelity Investments Full timeJob 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 Services Representative
4 weeks ago
Wayne, United States Fidelity Investments Full timeJob 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...