Current jobs related to Financial Representative - Bethesda, Maryland - Fidelity Investments

  • Financial Representative

    3 weeks ago

    Bethesda, Maryland, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our most valuable clients.Key ResponsibilitiesProvide personalized service to clients, identifying their needs and...

  • Financial Sales Representative

    4 weeks ago

    Bethesda, Maryland, United States New York Life Full time

    About the RoleWe're seeking a highly motivated individual to build a rewarding career as a life insurance agent with New York Life.You'll guide individuals, families, and businesses toward the financial strategies that best meet their needs while working with a stable, industry-leading company.Key ResponsibilitiesProspect and contact potential clients to...

  • Financial Sales Representative

    3 weeks ago

    Bethesda, Maryland, United States New York Life - Bethesda, MD Full time

    Job OverviewNew York Life - Bethesda, MD is seeking a highly motivated individual to build a rewarding career as a life insurance agent. You will guide individuals, families, and businesses toward the financial strategies that best meet their needs while working with a stable, industry-leading company.About the Role:You will prospect and contact potential...

  • Asset Management Director

    2 weeks ago

    Bethesda, Maryland, United States VALID8 Financial Full time

    Director of Asset Management Job DescriptionClimate United, a 501(c)(3) nonprofit, is seeking a Director of Asset Management to oversee the effective management and optimization of our distributed generation and storage, building decarbonization, and electric vehicle portfolios.This role will play a pivotal part in shaping and executing Climate United's...

  • Bilingual Financial Professional

    4 weeks ago

    Bethesda, Maryland, United States New York Life Insurance Company Full time

    Job DescriptionAt New York Life Insurance Company, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and achieve sales targets.Key Responsibilities:Develop and execute sales...

  • Financial Business Development Specialist

    2 weeks ago

    Bethesda, Maryland, United States Fidelity Investments Full time

    Fidelity Investments is a leading financial services company that 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 believe it is our mission for the Financial Representative, also known as the Financial...

  • Director of Renewable Energy Portfolio Management

    3 weeks ago

    Bethesda, Maryland, United States VALID8 Financial Full time

    Climate United is seeking a seasoned professional to lead the management and optimization of its distributed generation and storage, building decarbonization, and electric vehicle portfolios.The successful candidate will play a pivotal role in shaping and executing Climate United's portfolio strategy, ensuring impactful deployment of capital to drive...

  • Citizens Branch Manager Role

    4 weeks ago

    Bethesda, Maryland, United States Citizens Financial Group, Inc. Full time

    {"title": "Branch Manager Job Description", "content": "Job SummaryCitizens Financial Group, Inc. is seeking a highly skilled Branch Manager to drive branch performance, sales growth, and colleague and customer experience through inspirational leadership, highly collaborative partnerships, and sound operational practices.Key ResponsibilitiesDrive branch...

  • Customer Service Representative

    3 weeks ago

    Bethesda, Maryland, United States EagleBank Full time

    We are a values-driven organization that prioritizes meaningful connections with our customers, employees, and shareholders. At EagleBank, we deliver the most compelling and valuable service to our customers by being Flexible, Involved, Responsive, Strong, and Trusted.As a Customer Care Representative, you will deliver support and assistance to business and...

  • Customer Service Representative

    3 weeks ago

    Bethesda, Maryland, United States Williams-Sonoma Full time

    About the RoleAs a Customer Service Representative at Williams-Sonoma, you will be the face of our brand, providing exceptional service to our customers and creating a memorable shopping experience. Your passion for delivering outstanding customer service, combined with your ability to work in a fast-paced environment, will make you a valuable asset to our...

  • Sales and Customer Service Representative

    2 months ago

    Bethesda, Maryland, United States Chris Aguirre - State Farm Agent Full time

    About UsAt Chris Aguirre - State Farm Agent, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry.Role and ResponsibilitiesAs a Sales and Customer Service...

  • Commercial Retail Property Manager

    2 weeks ago

    Bethesda, Maryland, United States ConnexFM Full time

    Job Description:We are seeking an accomplished Commercial Retail Property Manager - Portfolio Operations Specialist to join our team at ConnexFM. As a key member of our operations team, you will be responsible for overseeing the management of our commercial retail properties, ensuring seamless day-to-day operations, and driving business growth.Job...

  • Customer Service Representative

    3 weeks ago

    Bethesda, Maryland, United States Williams-Sonoma Full time

    About the TeamWe're a team of passionate individuals dedicated to enhancing the quality of our customers' lives at home. Our mission is to put the customer at the center of everything we do, every day. Our corporate values guide our actions and decisions, focusing on our People First culture, customers, quality, shareholders, integrity, and corporate...

  • Audit Manager

    4 weeks ago

    Bethesda, Maryland, United States Calibre CPA Group, PLLC Full time

    Job Title: Audit SeniorWe are seeking an experienced Audit Senior to lead and manage multiple audit engagements, ensuring the delivery of quality audit services to our clients. As a key member of our audit team, you will be responsible for coordinating day-to-day duties, supervising the engagement team, and acting as the client contact for basic questions...

  • Accelerated Path To Partner Program

    3 weeks ago

    Bethesda, Maryland, United States New York Life - Washington DC - Virginia Full time

    Job DescriptionWe are seeking strong leaders to build teams at New York Life. If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you. New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training...

  • Dashboards and Power Business Intelligence Expert

    3 weeks ago

    Bethesda, Maryland, United States UIC Government Services and the Bowhead Family of Companies Full time

    Job SummaryWe are seeking a highly skilled Dashboards and Power Business Intelligence Expert to join our team at UIC Government Services and the Bowhead Family of Companies. As a key member of our team, you will be responsible for building and maintaining dashboards and business intelligence tools to support our clients' needs.Key ResponsibilitiesServe as a...

  • Vice President of Operations

    4 weeks ago

    Bethesda, Maryland, United States Johns Hopkins Medicine Full time

    Job SummaryWe are seeking a highly experienced and skilled Vice President of Operations to lead the day-to-day operations of Suburban Hospital, a leading healthcare provider in the Bethesda, Maryland area. The successful candidate will have a proven track record of success in managing hospital operations, leading cost containment initiatives, and driving...

  • Security Operations Manager

    4 weeks ago

    Bethesda, Maryland, United States Admiral Security Full time

    Job Title: Security Operations ManagerAdmiral Security Services is seeking a highly experienced Security Operations Manager to lead our security operations team. As a key member of our management team, you will be responsible for ensuring the smooth operation of our security services, managing multiple sites and supervisors, and providing exceptional...

  • Senior Director of Credit Risk and Asset Management

    1 month ago

    Bethesda, Maryland, United States Calvert Impact OTOF, LLC Full time

    Job Title: Senior Director of Credit Risk and Asset ManagementClimate United is seeking a seasoned and strategic leader to join our team as the Senior Director of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and...

  • Senior Director of Credit Risk and Asset Management

    3 weeks ago

    Bethesda, Maryland, United States Climate United FUND Full time

    About the RoleClimate United FUND is seeking a seasoned and strategic leader to join our team as the Senior Director of Credit Risk and Asset Management. This role will be pivotal in shaping and executing Climate United FUND's credit extension, credit risk monitoring, asset servicing and management, risk analysis, and reporting programs across our...

Financial Representative

2 months ago

Bethesda, Maryland, United States Fidelity Investments Full time
{"Job Title: Financial Representative

Job Summary: We are seeking a 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 clients.

Key Responsibilities:

* Provide personalized service to clients, addressing their financial needs and goals
* Identify opportunities to deepen client relationships and increase revenue
* Collaborate with colleagues to achieve branch goals and objectives
* Stay up-to-date on industry trends and regulatory requirements

Requirements:

* 2+ years of experience in a financial services role
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment and prioritize multiple tasks
* Series 7 and 66 licenses or ability to obtain within 6 months

What We Offer:

* Competitive salary and bonus structure
* Comprehensive benefits package, including medical, dental, and vision
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

Certifications:

* Securities Industry Essentials (SIE)
* Series 7
* Series 66

Why Join Fidelity:

* We are a leader in the financial services industry, with a reputation for excellence and integrity
* Our team is passionate about helping clients achieve their financial goals
* We offer a dynamic and supportive work environment, with opportunities for growth and development

Apply Now: If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.