Financial Services Specialist

3 weeks ago


Farmington Hills, Michigan, United States Fidelity Investments Full time

At Fidelity Investments, we're dedicated to helping our clients achieve their financial goals. As a Financial Services Specialist, you'll play a vital role in delivering exceptional service and expertise to our mass affluent clients.

Company Overview:

Fidelity Investments is a leading financial services firm with a relentless commitment to our clients. We're a stable industry leader that prioritizes communicating to connect, not just to transact. Our focus on professional flexibility, growth, and support enables long-term success for our associates and clients alike.

Salaries: The estimated annual salary for this position is $65,000 - $80,000, depending on location and experience.

Job Description:

As a Financial Services Specialist, you'll work in our Investor Center, developing financial plans tailored to the needs of your clients. You'll engage with existing clients, cultivating relationships and providing investment solutions, rather than spending time sourcing new clients. This allows you to focus on what matters most: delivering exceptional service and building long-term relationships.

Required Skills and Qualifications:

  • Proven success in building relationships, uncovering client 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
  • Degree and/or professional certifications, such as a CFP, are highly valued

Benefits:

Fidelity Investments offers a comprehensive total rewards package, including a competitive base salary, benefits, and training opportunities. We prioritize our associates' well-being and offer programs to support work-life balance. Our open architecture allows you to offer a wide range of financial solutions, and our commitment to ongoing training ensures you have the skills and expertise needed to succeed.

The Value You Deliver:

  • Providing needs-based mentorship to mass affluent clients, contributing to the long-term growth and retention of Fidelity assets
  • Delivering exceptional service and expertise through personal interactions, reflecting your interpersonal communication and relationship building skills
  • Ongoing training and development opportunities to enhance your skills and knowledge

Certifications: Series 7 – FINRA, Series 63 – FINRA, Series 65 – FINRA



  • Auburn Hills, Michigan, United States Corebridge Financial Full time

    Financial Planning SpecialistAt Corebridge Financial, we're dedicated to helping individuals and families achieve their long-term financial goals. As a Financial Planning Specialist, you'll play a critical role in providing personalized retirement and financial planning experiences for our customers and their families.Key Responsibilities:• Meet with...


  • Farmington Hills, Michigan, United States Financial Architects, Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at Financial Architects, Inc. As a key member of our team, you will play a crucial role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesProvide expert financial planning support to clients, including creating personalized financial...


  • Farmington, Michigan, United States Creative Financial Staffing Full time

    Key Responsibilities:The Billing and Invoicing Expert will be responsible for processing and sending bills to clients on a monthly basis. This involves working closely with the Accounting team and other departments to ensure accurate and timely invoicing. Additionally, the Billing and Invoicing Expert will be responsible for contacting clients regarding past...


  • Farmington Hills, Michigan, United States Blue Ocean Wealth Solutions, LLC Full time

    At Blue Ocean Wealth Solutions, LLC, we're seeking a skilled Financial Planning Support Specialist to join our team. As a key member of our financial planning department, you'll play a vital role in ensuring seamless communication between our Financial Advisors, Director of Financial Planning, and Home Office.ResponsibilitiesManage the workflow between...


  • Auburn Hills, Michigan, United States Corebridge Financial Full time

    Financial Advisor RoleAt Corebridge Financial, we're dedicated to helping individuals plan and achieve their financial goals. As a Financial Advisor, you'll play a critical role in providing personalized retirement and financial planning experiences for our customers and their families.Key Responsibilities:Meet with existing and prospective clients to...


  • Auburn Hills, Michigan, United States Corebridge Financial Full time

    Role OverviewCorebridge Financial is seeking a skilled Financial Advisor to provide expert guidance and support to our clients in planning and achieving their financial goals. As a Financial Advisor, you will be responsible for meeting with existing and prospective clients to understand their financial needs and develop personalized plans to help them...


  • Auburn Hills, Michigan, United States Corebridge Financial Full time

    Financial Advisor OpportunityAt Corebridge Financial, we're passionate about helping Americans plan for and enjoy a secure retirement. As a Financial Advisor, you'll play a critical role in providing personalized retirement and financial planning experiences for our customers and their families.Key Responsibilities:Meet with existing and prospective clients...


  • Auburn Hills, Michigan, United States Transcend Practice Management Full time

    Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team at Transcend Practice Management. As a key member of our wealth management team, you will be responsible for building and executing financial plans, managing client relationships, and providing exceptional client service.Key ResponsibilitiesDevelop and implement comprehensive...


  • Auburn Hills, Michigan, United States Baystate Financial Full time

    About Baystate FinancialBaystate Financial is a leading financial services company dedicated to helping clients achieve financial clarity and independence. With a strong focus on collaboration and personal development, we have been serving clients since 1901.Job DescriptionAs a Senior Financial Advisor at Baystate Financial, you will be responsible for...


  • Farmington Hills, Michigan, United States Experis Full time

    Job Title: IT Service Desk Support SpecialistJob Summary:We are seeking an IT Service Desk Support Specialist to join our team at Experis. As an IT Service Desk Support Specialist, you will be responsible for providing first and second-level support to internal and external customers, troubleshooting and resolving break-fix issues, and administering user...

  • Financial Auditor

    4 weeks ago


    Farmington Hills, Michigan, United States NCMS: National Center for Manufacturing Sciences Full time

    Job OverviewThe National Center for Manufacturing Sciences (NCMS) is seeking a skilled Accountant to join our team on a part-time basis. As a key member of our financial team, you will be responsible for auditing and processing invoices sent to our accounts payable department.Key Responsibilities:Audit invoices for accuracy and ensure timely...


  • Farmington, Michigan, United States LOC Credit Union Full time

    LOC Credit Union is seeking a dedicated Teller to join our Farmington office. As a key member of our team, you will play a vital role in helping members achieve their financial goals through our "Let's Win. Together." principle.We are a full-service financial institution with deep roots dating back to 1935. Our commitment to our members has earned us...


  • Farmington Hills, Michigan, United States Kelly Services, Inc. Full time

    Job SummaryAs an Operations Specialist at Kelly Services, Inc., you will be responsible for processing orders, producing and reconciling delivery documents, and service performance tracking. You will also collect and prepare information for various operational reports, process operational tasks efficiently to support daily business operations, and ensure...


  • Farmington Hills, Michigan, United States Comerica Bank Full time

    Job SummaryThe Trust Accounting Specialist is responsible for creating, assessing, and distributing financial and regulatory reports. This role oversees critical reconciliation activities related to Comerica Trust's outsourced Trust Operations. The specialist serves as the primary contact for reconciliation and reporting activities, handling inquiries from...


  • Farmington Hills, Michigan, United States RiverPoint Full time

    Job SummaryRiverPoint is seeking a highly skilled Business Intelligence Specialist to join our team. As a key member of our finance team, you will be responsible for overseeing the performance, administration, and troubleshooting of our financial systems.Key ResponsibilitiesSystem Performance and Administration: Ensure the smooth operation of our financial...

  • Financial Advisor

    4 weeks ago


    Auburn Hills, Michigan, United States Corebridge Financial Full time

    Role Summary:As a Financial Advisor at Corebridge Financial, you will play a vital role in helping individuals plan and achieve their financial goals. This includes providing personalized retirement and financial planning experiences for our customers and their families.Key Responsibilities:Meet with existing and prospective clients to discuss their...


  • Farmington Hills, Michigan, United States RiverPoint Full time

    Job OverviewRiverPoint is seeking a highly skilled Business Intelligence Specialist to join our team. As a key member of our finance department, you will be responsible for overseeing the performance, administration, and troubleshooting of our financial systems.Key ResponsibilitiesEnsure the accuracy and security of financial data across all cyclesPerform...


  • Farmington Hills, Michigan, United States Next Level Business Services, Inc. Full time

    Job Description:As a Senior Robotics Specialist at Next Level Business Services, Inc., you will be responsible for designing and implementing advanced robotics solutions. You will have a strong background in two of the following robots: Fanuc, ABB, or Kuka, and be able to do advanced programming in the two robots you have the most knowledge of. Experience...

  • Accounting Specialist

    4 weeks ago


    Farmington Hills, Michigan, United States Michigan Healthcare Professionals, P.C. Full time

    Job SummaryMichigan Healthcare Professionals, P.C. seeks a skilled Accounting Specialist to join our team. The successful candidate will be responsible for handling a wide range of administrative and clerical support tasks related to accounts payable.Key ResponsibilitiesPerform data entry and process payments using ADP payroll processing software.Process...


  • Farmington Hills, Michigan, United States Corewell Health Full time

    About the RoleThis 31-bed unit is dedicated to providing exceptional care to patients with oncology and med-surg needs. As a RN Med Surg Oncology Specialist, you will be responsible for delivering high-quality patient care, collaborating with interdisciplinary teams, and contributing to a positive and supportive work environment.ResponsibilitiesProvide...