Financial Services Professional
2 weeks ago
Fidelity 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 and provide exceptional investment planning and advisory services to our clients.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals
- Develop and implement personalized investment plans to help clients achieve their financial objectives
- Provide expert advice on investment products and services to clients
- Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Previous experience in financial services or a related field
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. 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.
About Fidelity InvestmentsFidelity 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.
Why Join Fidelity Investments?We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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. We invite you to Find Your Fidelity at fidelitycareers.com.
-
Financial Services Professional
2 weeks ago
Paramus, New Jersey, United States Northwestern Mutual Full timeUnlock Your Potential in Financial ServicesAre you looking for a career that offers personal and professional growth? Do you want to make a meaningful impact on people's lives? Consider a role as a Financial Representative with Northwestern Mutual.As a Financial Representative, you will have the opportunity to develop and implement financial plans that help...
-
Financial Services Professional
1 month ago
Paramus, New Jersey, United States Northwestern Mutual Full timeUnlock Your Potential with Northwestern MutualAre you looking for a career that offers personal and professional growth, as well as the opportunity to make a meaningful impact on people's lives? Look no further than Northwestern Mutual, a leading provider of financial services and insurance solutions.About the RoleWe are seeking a highly motivated and driven...
-
Financial Services Professional
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled 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.Key ResponsibilitiesDevelop and maintain strong relationships with clients, identifying opportunities to deepen their...
-
Financial Services Professional
2 weeks ago
Paramus, New Jersey, United States Northwestern Mutual Full timeUnlock Your Potential with Northwestern MutualAre you looking for a career that offers a sense of purpose and fulfillment? Do you want to make a meaningful impact on people's lives while achieving your own financial goals? Look no further than Northwestern Mutual, where our financial professionals help clients achieve financial security and success.What We...
-
Financial Services Professional
1 week ago
Paramus, New Jersey, United States Bankers Life Full timeBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our award-winning training equips you with the...
-
Financial Services Representative
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeAbout the RoleAre you a motivated and customer-focused professional looking to build a rewarding career in financial services? We're seeking a talented Financial Services Representative to join our team at Fidelity Investments.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized financial planning and investment...
-
Financial Services Representative
3 weeks ago
Paramus, New Jersey, United States New Bridge Medical Center Full timeJob Title: Financial RepresentativeAt New Bridge Medical Center, we are seeking a highly skilled Financial Representative to join our team. As a Financial Representative, you will play a critical role in ensuring that our patients receive the best possible care while also managing their financial responsibilities.Responsibilities:Communicate with patients...
-
Financial Services Representative
2 weeks ago
Paramus, New Jersey, United States New Bridge Medical Center Full timeJob Title: Financial RepresentativeWe are seeking a highly skilled Financial Representative to join our team at New Bridge Medical Center. As a Financial Representative, you will play a critical role in ensuring that our patients receive the best possible care while also managing their financial responsibilities.Responsibilities:Communicate with patients and...
-
Financial Services Representative
1 week ago
Paramus, New Jersey, United States New Bridge Medical Center Full timeJob Summary:As a Financial Services Representative at New Bridge Medical Center, you will play a vital role in ensuring that patients receive the financial support they need to access quality healthcare. Your primary responsibility will be to communicate with patients and insurance companies to establish health insurance benefits, conditions, and...
-
Financial Planner
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeAbout the RoleAs a Financial Planner at Fidelity Investments, you will play a crucial role in helping our clients achieve their financial goals. You will work closely with our team to provide personalized financial planning and investment advice to our clients, helping them navigate the complexities of the financial markets.Key ResponsibilitiesBuild and...
-
Financial Representative
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeJob 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 building strong relationships with our clients and delivering exceptional financial services.The Expertise We're Looking For:Customer service, phone, or financial...
-
Financial Representative
3 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a key role in building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Key ResponsibilitiesDevelop and maintain a deep...
-
Financial Representative
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeJob Title: Financial RepresentativeAre you looking for a career that offers stability, growth opportunities, and a chance to make a positive impact on people's lives? Look no further than Fidelity Investments!About the RoleAs a Financial Representative, you will be responsible for providing personalized financial planning and investment advice to our...
-
Financial Consultant
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial planning and investment advice to clientsDevelop and implement comprehensive...
-
Financial Representative
3 days ago
Paramus, New Jersey, United States Northwestern Mutual Full timeJob DescriptionAt Northwestern Mutual, we are seeking a highly motivated and results-driven individual to join our team as a Financial Representative. As a Financial Representative, you will have the opportunity to build a successful career in financial services, working with clients to help them achieve their financial goals.Key Responsibilities:Prospect,...
-
Financial Solutions Advisor
2 weeks ago
Paramus, New Jersey, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them to achieve their short and long-term financial...
-
Financial Consultant
4 days ago
Paramus, New Jersey, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals. As a Financial Consultant, you'll be empowered to form lasting relationships with clients, providing them with expert guidance and...
-
Financial Aid Specialist
1 week ago
Paramus, New Jersey, United States BERGEN COMM COLLEGE Full timeJob SummaryThe Financial Aid Generalist provides critical support to students and families navigating the financial aid process. This role requires a strong understanding of federal and state regulations, as well as excellent communication and customer service skills.Key Responsibilities:Determine student eligibility for various aid programs, ensuring...
-
Financial Consultant
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesBuild and maintain strong relationships with...
-
Financial Consultant
2 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeJob Opportunity: Financial ConsultantFidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.About the RoleThis is a unique opportunity to work in a...