Financial Services Representative

2 weeks ago


US Bridgewater NJ USA Fidelity Investments Full time
Job Title: Financial Services Representative

Are you looking for a challenging and rewarding career in financial services? Do you have a passion for helping others achieve their financial goals? We are seeking a highly motivated and experienced Financial Services Representative to join our team at Fidelity Investments.

About the Role

As a Financial Services Representative, you will be responsible for providing exceptional customer service and financial guidance to our clients. You will work closely with our clients to understand their financial needs and goals, and develop personalized financial plans to help them achieve their objectives.

Key Responsibilities
  • Provide financial guidance and advice to clients on investment products and services
  • Develop and implement personalized financial plans for clients
  • Build and maintain strong relationships with clients through regular communication and follow-up
  • Stay up-to-date on industry trends and developments to provide clients with the best possible advice
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships, uncovering needs and recommending solutions
  • 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
What We Offer

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

Why Join Fidelity?

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.

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 .

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 .



  • Bridgewater, NJ , USA, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients,...


  • McKinney, TX , USA, United States Independent Financial Services Full time

    Job Summary: We are seeking a skilled and detail-oriented Financial Center Service Associate to join our team at Independent Financial Services. As a key member of our financial center, you will play a vital role in providing exceptional customer service and helping our clients achieve their financial goals. Key Responsibilities: Open new accounts, including...


  • Bridgewater, New Jersey, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a skilled Financial Services Representative to join our team.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Provide...


  • Mt Joy Township, PA, USA, United States EVERENCE SERVICES, Full time

    Job Title: Financial RepresentativeAt Everence Services, we are seeking a highly motivated and customer-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Build trust...


  • Mt Joy Township, PA, USA, United States EVERENCE SERVICES, Full time

    Job Title: Financial RepresentativeAt Everence Services, we are seeking a highly motivated and customer-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Build trust...


  • Greensboro, NC , USA, 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 personalized financial solutions and exceptional customer...


  • Bridgewater, NJ , USA, United States Nestle Operational Services Worldwide SA Full time

    Job Summary:The Senior Financial Analyst will be responsible for preparing, analyzing, and reporting month-end and quarter-end financial data for Nestle Health Science US entities. This role will provide support on financial reporting requirements to internal customers and ensure compliance with Nestl reporting policies and systems. The Financial Analyst...


  • Bell Gardens, CA , USA, United States Northgate Gonzalez Markets, Inc. Full time

    Job Title: Financial Services RepresentativeNorthgate Gonzalez Markets, Inc. is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for delivering exceptional customer service and promoting our financial services to customers.Key...


  • Long Beach, CA, USA, United States Synergy Financial Services Full time

    Unlock Your Earning PotentialSynergy Financial Services is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking ambitious and hardworking individuals in the United States to join our team.Opportunity OverviewThis contract-based position provides an incredible opportunity to change...


  • Lexington, KY , USA, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and client-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.Key Responsibilities:Identify and...


  • Tate, GA , USA, 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 them with tailored solutions for risk protection, financial...


  • Pittsburgh, PA , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...


  • Washington, DC , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans...


  • Birmingham, AL, USA, United States PNC Financial Services Group Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team at PNC Financial Services Group. As a key member of our team, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesAs a Financial Services Professional,...


  • Baton Rouge, LA , USA, 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 personalized financial solutions and exceptional customer...


  • Tampa, FL , USA, United States NYL-Jian Guan Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly motivated and competitive Financial Services Representative to join our team at NYL-Jian Guan. As a key member of our sales team, you will be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory.Key...


  • Miami, FL , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...


  • Birmingham, AL, USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Strategist, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...


  • St. Louis, MO, USA, 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...


  • East Canton, OH , USA, 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 them with tailored solutions for risk protection, financial...