Current jobs related to Financial Services Representative - San Francisco, California - Fidelity Investments
-
Financial Services Representative
3 weeks ago
San Francisco, California, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their interests.Key...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact - Marco Esquivel is seeking a skilled Financial Services Representative to join our team. As a Financial Professional, you will play a crucial role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.You will act as a liaison between clients and financial institutions,...
-
Financial Services Representative
1 week ago
San Jose, California, United States OneMain Financial Full timeEmpowering customers with responsible access to credit is at the heart of OneMain Financial's mission. As a Financial Services Representative - Loan Specialist, you will play a vital role in delivering personalized financial solutions to customers who need it most.Based in [location], this role is perfect for individuals who thrive in a fast-paced...
-
Financial Services Representative
1 month ago
San Francisco, California, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and...
-
Financial Services Representative
2 weeks ago
San Clemente, California, United States BMO Financial Group Full timeJob SummaryBMO Financial Group is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this part-time role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet...
-
Financial Services Representative
3 weeks ago
San Clemente, California, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their interests.Key...
-
Financial Services Representative
3 weeks ago
San Francisco, California, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. We are seeking a skilled Financial Services Representative to join our team and help our clients navigate the complexities of the financial world.Key ResponsibilitiesBuild and maintain strong relationships with clients to...
-
Financial Services Representative
2 weeks ago
San Francisco, California, United States EastRise Credit Union Full timeJob SummaryWe are seeking a highly skilled Financial Services Representative to join our team at EastRise Credit Union. As a key member of our branch team, you will provide exceptional service to our members, helping them achieve their financial goals and needs.Key ResponsibilitiesProvide personalized service to members, assisting with account opening and...
-
Financial Representative
3 weeks ago
San Francisco, California, United States Fidelity Investments Full timeJob Title: Financial RepresentativeAt Fidelity Investments, we are seeking a highly skilled Financial Representative to join our team. As a Financial Representative, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.About the RoleThis is a unique opportunity to work...
-
Financial Services Representative
2 weeks ago
San Bernardino, California, United States OneMain Financial Full timeJob Summary:As a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business, allowing you to grow your career and deliver results related to individual and branch sales goals as...
-
Financial Services Representative
1 month ago
San Francisco, California, United States JobRialto Full timeJob Title: Fraud Prevention RepresentativeJob Summary:We are seeking a skilled professional to join our team at JobRialto as a Fraud Prevention Representative. In this role, you will play a critical part in safeguarding our company against fraudulent activities while delivering exceptional customer service.Key Responsibilities:Customer Support:Provide...
-
Financial Services Representative
4 weeks ago
San Francisco, California, United States Patelco Credit Union Full timeAbout Patelco Credit UnionWe are a not-for-profit credit union dedicated to building financial health and wellbeing for our members. With over 85 years of experience, we have grown from $500 in assets to over $9 billion in assets and are the 7th largest credit union in California with branches throughout Northern California.Our MissionWe are committed to...
-
Customer Service Representative
2 weeks ago
San Francisco, California, United States Apoyo Financiero Full timeJob OpportunityWe are seeking a skilled Customer Service Representative to join our team at Apoyo Financiero. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving their inquiries and concerns in a timely and professional manner.Key ResponsibilitiesMeet sales goals by promoting our...
-
Customer Service Representative
2 weeks ago
San Francisco, California, United States OneMain Financial Full timeJob SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at OneMain Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring their satisfaction.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a...
-
Financial Representative
3 weeks ago
San Francisco, California, United States Fidelity Investments Full timeJob Description:Are you a motivated and results-driven professional looking to take your career to the next level? Do you have a passion for building strong relationships and providing exceptional customer service? If so, we may have the perfect opportunity for you!Fidelity Investments is a leading financial services company that offers a wide range of...
-
Customer Service Representative
3 weeks ago
San Francisco, California, United States OneMain Financial Full timeJob SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at OneMain Financial. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring a positive experience.Key ResponsibilitiesAnswer incoming calls and respond to customer...
-
Customer Service Representative
3 weeks ago
San Francisco, California, United States OneMain Financial Full timeCustomer Service Specialist Job DescriptionWe are seeking a highly skilled and customer-focused Customer Service Specialist to join our team at OneMain Financial. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving issues, and ensuring a positive experience.Key...
-
Financial Services Representative
2 weeks ago
San Diego, California, United States Farmers Insurance Full timeJob OpportunityWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Farmers Insurance. As a Financial Services Representative, you will play a key role in growing our life insurance and financial services business.Key ResponsibilitiesPartner with existing agents to cross-sell life insurance and financial...
-
Financial Services Representative
2 weeks ago
San Rafael, California, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a skilled Financial Services Representative to join our team. As a Financial Services Representative, you'll be introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals seeking more information.Key...
-
Financial Services Representative
3 weeks ago
San Mateo, California, United States Monterra Credit Union Full timeFinancial Services RepresentativeMonterra Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional member service, handling cash transactions, and promoting our financial products and services.Key Responsibilities:Provide prompt, courteous, and...
Financial Services Representative
2 months ago
Fidelity Investments is seeking a highly skilled Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and financial guidance to our clients.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Provide personalized financial planning and investment advice to clients.
- Develop and implement comprehensive financial plans to help clients achieve their financial goals.
- Stay up-to-date on industry trends and developments to provide the best possible advice to clients.
- Work collaboratively with other members of the Fidelity team to ensure seamless delivery of services to clients.
- 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.
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A comprehensive benefits package, including comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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.
