Financial Services Representative

4 days ago

Greenwich, United States Fidelity Investments Full time

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise  We’re Looking For

  • FINRA Series 7 & 63 required prior to hire

  • Series 65 and/or 66 and state registrations required within 3 months of hire

  • Experience with High Net Worth clients

  • A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose  of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills  You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele

  • Remarkable knowledge of investment products

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value  You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning

  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our  benefit programs(opens in a new tab)  are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)

  • Click here for a story about how we are helping our  employee’s payback their student loan debt(opens in a new tab)

How Your Work Impacts  the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career

Certifications: Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

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.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, 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. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com .

Fidelity Investments is an equal opportunity employer. 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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .

We welcome those with experience in jobs such as Home Buyer s Consultant, Residential Real Estate Agent, and Payroll Specialist and others in the Accounting and Finance to apply.

  • Financial Services Representative

    1 week ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Virtual Mortgage Sales Representative

    4 weeks ago

    Greenwich, Connecticut, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a part of one of the fastest-growing insurance organizations in the country, dedicated to providing top-notch services to our clients. Our focus areas include ensuring agents are paid quickly, keeping costs minimal, and offering the necessary training and support for success.Job ResponsibilitiesAs a Virtual Mortgage...

  • Financial Services Representative

    2 weeks ago

    Greenwich, CT, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Financial Representative

    2 weeks ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Client Service Specialist

    4 months ago

    Greenwich, United States Ameriprise Financial Full time

    Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office Client Service, Specialist, Service, Asset Manager, Financial Planning, Client, Retail

  • Financial Services Liaison

    4 weeks ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionAs a Financial Services Liaison at Interactive Brokers, you will serve as a key point of contact for our top-tier clients, including financial advisors, premium retail customers, financial institutions, and hedge funds. Your primary responsibility will be to provide solutions to inquiries while ensuring compliance with all policies, practices,...

  • Financial Services Associate

    1 month ago

    Greenwich, Connecticut, United States Kovitz Full time

    Associate AdvisorKovitz is seeking a highly motivated and detail-oriented Associate Advisor to join our team in Greenwich, CT. As an integral part of our team, you will play a key role in supporting the vision, positive culture, and team spirit.Key Responsibilities:Build and maintain strong relationships with clients in partnership with Senior Financial...

  • Financial Services Professional

    3 weeks ago

    Greenwich, Connecticut, United States Fidelity Investments Full time

    Financial Services ProfessionalAt Fidelity Investments, we're seeking a skilled Financial Services Professional to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, offering personalized planning and mentorship while helping to extend the reach of our firm's brand. With our open architecture product platform and...

  • Financial Services Liaison

    4 weeks ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Liaison to join our team at Interactive Brokers. As a key member of our client services team, you will be responsible for providing exceptional support to our top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds.Your...

  • Customer Service Representative

    4 weeks ago

    Greenwich, Connecticut, United States Town of Greenwich, CT Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative in the Parks and Recreation Department of the Town of Greenwich, CT.Job Summary:The Customer Service Representative will be responsible for providing exceptional customer service to the public,...

  • Financial Services Operations Specialist

    3 weeks ago

    Greenwich, Connecticut, United States Tandym Group Full time

    A leading financial services firm, Tandym Group, is seeking a highly skilled Financial Services Operations Specialist to join their team in Connecticut.Key Responsibilities:Manage cash flows and handle clearing and settlements.Assist with daily reconciliations, monthly close packages, and annual financial statement preparation.Interact with prime brokers,...

  • Professional Services Representative

    6 months ago

    Greenwich, United States Interactive Brokers Full time

    Job Description and ResponsibilitiesAct as liaison to Interactive Broker's top-tier clients, including financial advisers, premium retail customers, financial institutions and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices and procedures. Problem management with focus on wide scale service issues. Core...

  • Financial Representative

    2 weeks ago

    Greenwich, CT, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Financial Analyst

    1 month ago

    Greenwich, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are inviting applications for the entry-level Financial Analysts for a growing organization located in Greenwich, Connecticut. This role offers a contract to hire employment opportunity and will involve tasks such as maintaining customer records, and resolving customer inquiries, among other responsibilities. Key...

  • Financial Analyst

    1 week ago

    Greenwich, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are inviting applications for the entry-level Financial Analysts for a growing organization located in Greenwich, Connecticut. This role offers a contract to hire employment opportunity and will involve tasks such as maintaining customer records, and resolving customer inquiries, among other responsibilities. Key...

  • Sales Representative

    4 weeks ago

    Greenwich, Connecticut, United States The Mendicino Agency Full time

    Job DescriptionUnlock a career in life insurance sales with The Mendicino Agency. As a Sales Representative, you'll work independently to build relationships with clients and help them achieve their financial goals.Our team is committed to providing top-notch training and support to ensure your success. With a flexible schedule and uncapped earning...

  • Customer Service Representative

    4 weeks ago

    Greenwich, Ohio, United States City Personnel Full time

    Job DescriptionWe are seeking a skilled Customer Service Representative to provide exceptional customer service while handling payment processing with accuracy and efficiency. The ideal candidate will have excellent communication and interpersonal skills, strong attention to detail, and the ability to handle multiple tasks in a fast-paced...

  • Customer Service Representative

    3 weeks ago

    Greenwich, Connecticut, United States DARCARS Automotive Group Full time

    Job DescriptionWe are seeking a skilled Customer Service Representative to join our team at DARCARS Automotive Group. As a Receptionist, you will be the first point of contact for our customers and will be responsible for providing exceptional customer service.Key Responsibilities:Greet customers and determine the nature of their visit.Direct customers to...

  • Chief Financial Officer

    4 weeks ago

    Greenwich, Connecticut, United States Family Centers Full time

    About the Role:The Chief Financial Officer (CFO) at Family Centers Inc. will play a pivotal role in shaping the financial future of our mission-driven organization. As the CFO, you will oversee the financial health and sustainability of the agency, enabling us to expand our reach and deepen our impact.Key Responsibilities:Accurately account for the agency's...

  • Financial Systems Analyst

    2 weeks ago

    Greenwich, United States Gravity Staffing Inc Full time

    The Greenwich, CT office of a global investment firm is looking for a Financial Systems Analyst/Assoicate to join their technology team. This role will be responsible for assisting with maintaining financial systems including Yardi, Blackline, and others. This unique role lives at the intersection of business operations, technology, and accounting. An ideal...