Financial Services Professional

3 weeks ago


TX United States Fidelity Investments Full time
Job Description:

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 valued clients.

The Expertise We're Looking For:

  • Experience in customer service, phone, or financial services is highly valued
  • Banking, insurance, or financial experience is a plus
  • We will support you in obtaining the necessary FINRA licenses, including the Series 7 and 63
  • Degree and/or professional certifications are beneficial, and our Tuition Reimbursement program can help you achieve your goals

The Purpose of Your Role:

As a Financial Representative, you will have the opportunity to make a meaningful impact on our clients' lives. You will partner with our clients to understand their financial needs and provide tailored solutions to help them achieve their goals.

The Skills You Bring:

  • Excellent interpersonal skills and a passion for building strong relationships
  • Able to assess client needs and identify opportunities to deepen relationships
  • Remarkable attention to detail and ability to prioritize tasks
  • Organizational skills to manage multiple tasks and projects
  • Coachable, collaborative, and curious, with a desire to learn and grow

Our Investments in You:

Fidelity Investments is committed to supporting the growth and development of our associates. We offer a competitive total rewards package, including a stable base salary, and a range of benefits to help you and your family achieve a healthy work-life balance.

The Value You Deliver:

  • As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our valued clients
  • By identifying leads and making effective introductions, you will directly impact the success of our branch
  • Your efforts will be valued by clients, and you will find working with them a rewarding experience
  • As a technology champion for the branch, you will be an early adopter of technology and share your knowledge with the team

Certifications:

Series 7 - FINRA, Series 63 - FINRA

Category:

Customer Service

Fidelity Investments is committed to creating a hybrid work environment that blends the best of both onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.



  • , TX, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity TalentSource LLC. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.About the Role:This is a unique opportunity to work with...


  • , MN, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized financial services and products to address the evolving needs of our clients.Our MissionWe strive to deliver exceptional customer experiences...


  • Los Angeles, CA, United States 49 Financial Full time

    Job DescriptionAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based...


  • , TX, United States Modern Woodmen Full time

    About the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Associate. In this role, you will work closely with our Managing Partner and Senior Financial Representative to build and maintain strong relationships with our clients, while also developing your own financial practice.Key...


  • Austin, TX, United States PFS - Professional Financial Services Full time

    Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way?Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and...


  • Austin, TX, United States PFS - Professional Financial Services Full time

    Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and...


  • 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...

  • Financial Broker

    4 days ago


    San Antonio, TX, United States McNally Financial Services Full time

    McNally Financial Services is seeking a talented Financial Broker to join our team. This is a remote position based in San Antonio, TX 78201. Job Responsibilities: Manage brokerage accounts and provide financial advice Handle inbound inquiries and claims Generate referrals and manage reimbursement processes Build and maintain relationships with clients Job...


  • Southlake, TX, United States Five Rings Financial, LLC Full time

    Company Description Five Rings Financial, LLC is a company focused on educating Middle Americans in personal finance. We believe that understanding the fundamentals of personal finance is the key to making your money work for you. We offer safe money strategies to help individuals protect their savings, prepare for retirement, and overcome financial...


  • Ashburn, VA, United States Abich Financial Services Inc. Full time

    About usAbich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...


  • Ashburn, VA, United States Abich Financial Services Inc. Full time

    About usAbich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...


  • Houston, TX, United States Madison Professional Group- Financial Advisory Recruiters Full time

    As a VP Financial Planner, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty. You will be working with branches private wealth clients and helping to cultivate those relationships and establish additional clients with referrals. You will serve as a subject matter...


  • , KS, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping individuals and businesses achieve financial safety and success. Our culture is built on a foundation of trust, integrity, and a passion for delivering exceptional service.Job SummaryWe're seeking a motivated and customer-focused Financial Advisor to join our team in the KC South/Olathe markets....


  • Evansville, IN, United States Bankers Life Full time

    Bankers Life®, one of the most respected brands in the Financial Services industry, 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, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...


  • Norfolk, NE, United States Bankers Life Full time

    Bankers Life®, one of the most respected brands in the Financial Services industry, 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, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...

  • Financial Advisor

    5 days ago


    Austin, TX, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...


  • Raleigh, NC, United States Lighthouse Professional Services Full time

    Staffing 360 Solutions is currently seeking a Senior Financial Analyst to join us working hybrid in Raleigh, NC!Duration: Full time3 month contract to permLocation: Raleigh, NC (Hybrid 1-day remote, 4 days in office)Pay Rate: $80K-$100K DOE + discretionary 15% annual bonus (once converted)Some travel may be required to NYCDESCRIPTION:This job description is...


  • , FL, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Professional to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain professional...


  • Harrisburg, PA, United States Michelle L Kreeger, State Farm Agent Full time

    Company DescriptionMichelle L. Kreeger, State Farm Agent in Harrisburg, PA, focuses on personalized car insurance, home insurance, life insurance, renters insurance, and financial services. The agency offers cost-effective solutions tailored to meet individual and family needs. Clients can easily schedule appointments to review their financial goals and...


  • Atlanta, GA, United States Cetera Financial Group Full time

    Cetera is currently seeking a Senior Service Professional.This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.This is a hybrid role, 2-3 days a week in office.What you will do: Cultivating...