Financial Services Representative

2 days ago


Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

Job Overview:

Fidelity Investments is a leading financial services company that offers a range of investment and financial products to individuals, businesses, and institutions. We are seeking a highly motivated and customer-focused Financial Representative to join our team.

About the Role:

As a Financial Representative, you will be responsible for building and maintaining strong relationships with our clients, providing them with personalized financial advice and guidance, and helping them achieve their financial goals. You will work closely with our clients to understand their financial needs and develop tailored solutions to meet those needs.

Key Responsibilities:

  • Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Develop and maintain strong relationships with our clients, building trust and credibility through regular communication and follow-up.
  • Conduct financial needs assessments with clients, identifying areas where they may need additional support or guidance.
  • Develop and implement personalized financial plans for clients, taking into account their unique financial goals and objectives.
  • Stay up-to-date on industry trends and developments, applying this knowledge to provide clients with the best possible advice and guidance.

Requirements:

  • 2+ years of experience in a customer-facing role, preferably in the financial services industry.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Knowledge of financial products and services, including investments, retirement planning, and estate planning.
  • Series 7 and 66 licenses, or the ability to obtain them within a reasonable timeframe.

What We Offer:

  • A competitive salary and bonus structure, with opportunities for advancement and professional growth.
  • A comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with company match.
  • Opportunities for ongoing training and development, including courses and workshops on financial planning and industry trends.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.

How to Apply:

If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.



  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial goals and needsProvide...


  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is a leading financial services company that offers a range of investment and retirement products. We are seeking a highly motivated and customer-focused Financial Representative to join our team.About the Role:As a Financial Representative, you will be responsible for providing exceptional client service and support to our...


  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.About the Role:We are looking for a highly motivated and customer-focused individual who can provide exceptional service to our...


  • Highland Park, Illinois, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.About the Role:This is an exciting opportunity to work in a dynamic and fast-paced environment where...


  • Highland Park, Illinois, United States Stratus Financial Corp Full time

    Job SummaryWe are seeking a highly skilled and motivated Bookkeeper to join our team at Stratus Financial Corp. As a key member of our financial team, you will be responsible for maintaining and supporting multi-client financial records, including Payroll, AP, AR, Quarterly Reports, and Financial Reporting through QuickBooks.Key ResponsibilitiesMaintain and...


  • Orland Park, Illinois, United States Western & Southern Life Full time

    Job Title:Financial RepresentativeJob Summary:We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Orland Park, Illinois, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Orland Park, Illinois, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Fidelity Investments. As a Financial Services Representative, you will play a critical role in supporting our customers by providing exceptional service and guidance on their financial needs.Key ResponsibilitiesProvide outstanding...


  • Franklin Park, Illinois, United States Global Financial Impact - Lorraine Emperador Full time

    Unlock Your Earning PotentialAs a highly motivated and ambitious individual, you have the opportunity to join our team as a Financial Professional and take your career to new heights. With our comprehensive training program, you will learn the skills and knowledge necessary to succeed in this exciting field.Key Responsibilities:Develop Financial Need...


  • Orland Park, Illinois, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.The Expertise We're Looking For:Proven customer service skills, with experience in phone or...


  • Highland Park, Illinois, United States Skyline Enterprises Full time

    {"h1": "Customer Service Representative at Skyline Enterprises", "p": "We are seeking a reliable Customer Service Representative to join our team at Skyline Enterprises. As a Customer Service Representative, you will be responsible for assisting customers over the phone, documenting customer inquiries, and handling inbound calls. If you have excellent German...


  • Highland Park, Illinois, United States Circle K Stores, Inc. Full time

    Customer Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...


  • Highland Park, Illinois, United States Relevante Full time

    Corporate Controller Job DescriptionWe are partnering with a leading industrial electrical manufacturing company in the Highland, IL area to find a highly skilled Corporate Controller. If you have a strong background in accounting and management, we encourage you to review the below requirements and apply.Key Responsibilities:Manage general accounting...


  • Highland Park, Illinois, United States Waterway Carwash Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Waterway Carwash. As a key member of our team, you will be responsible for providing exceptional customer service, selling car wash services and merchandise, and maintaining a clean and organized...


  • Highland Park, Illinois, United States Waterway Carwash Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Waterway Carwash. As a key member of our team, you will be responsible for providing exceptional customer service, selling car wash services and merchandise, and maintaining a safe and clean...


  • Highland Park, Illinois, United States Circle K Stores, Inc. Full time

    Customer Service Representative Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key...


  • Highland Park, Illinois, United States Waterway Carwash Full time

    Job Title: Customer Service RepresentativeAt Waterway Carwash, we are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and creating a positive experience for...


  • Highland Park, Illinois, United States Waterway Carwash Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Waterway Carwash. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key...


  • Highland Park, Illinois, United States Waterway Carwash Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Waterway Carwash. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their...


  • Schiller Park, Illinois, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorYour career path should lead to real opportunity. LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at Michigan State University Federal Credit Union in Chicago, IL would allow you to join the Investment Program at Michigan State University...