Financial Services Representative

1 month ago

Paramus, United States Fidelity Investments Full time

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.

The Expertise We’re Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 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

The Skills You Bring
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And 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. You will not fail due to a lack of training or onboarding

The Value You Deliver
  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community

Certifications: Series 07 - 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 Financial Analyst, Residential Real Estate Agent, and Bookkeeper and others in the Accounting and Finance to apply.

  • Senior Financial Services Professional

    3 weeks ago

    Paramus, New Jersey, United States Financial Services Full time

    We are seeking a highly motivated and analytical individual to join our team in the financial services industry.About the RoleThe successful candidate will work within a team of financial advisors, helping clients achieve their financial goals. Key responsibilities include developing relationships with clients, gathering information to build robust financial...

  • Financial Services Representative

    2 weeks ago

    Paramus, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Strategic Recruiter

    3 weeks ago

    Paramus, New Jersey, United States Northwestern Mutual - Park Ave Full time

    Job SummaryWe are seeking a highly motivated and organized Talent Acquisition Specialist to join our team at Northwestern Mutual - Park Ave. This role is responsible for leading the recruitment efforts of our district office, focusing on sourcing, recruiting, and selecting high-quality financial representatives.About the RoleThe ideal candidate will possess...

  • Financial Representative

    1 month ago

    Paramus, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Sales Representative

    3 months ago

    Paramus, United States New York Life Full time

    Job DescriptionJob Description******This job will be located in Saddle Brook, NJ************This is a Hybrid schedule with 3 days training in office******New York Life Accelerated Path to Management ProgramAre you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start...

  • Strategic Financial Services Leader

    3 weeks ago

    Paramus, New Jersey, United States Fidelity TalentSource LLC Full time

    About This RoleWe are seeking a seasoned Financial Services Professional to lead our team in Paramus, NJ. As a key member of our branch management team, you will partner with the Vice President to drive business growth and client satisfaction.Key ResponsibilitiesDevelop and execute strategies to enhance client relationships and expand our market...

  • HR Operations Specialist

    6 days ago

    Paramus, New Jersey, United States Phaxis - Financial Services Full time

    Job OverviewWe are seeking an experienced HR Operations Specialist to join our team at Phaxis - Financial Services.This is a challenging role that requires strong organizational and communication skills, as well as the ability to work independently with minimal supervision.The successful candidate will be responsible for overseeing employee relations,...

  • Licensed Agent Insurance Representative

    1 day ago

    Paramus, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Paramus, NJ, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description 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...

  • Customer Service Representative

    3 weeks ago

    Paramus, New Jersey, United States Marshalls Full time

    Job Summary:As a Customer Service Representative at Marshalls, you will be responsible for delivering exceptional customer experiences. This includes supporting and embodying a positive store culture through honesty, integrity, and respect.This role requires you to accurately ring customer purchases/returns and count change back to the customer. You will...

  • Customer Service Representative

    3 weeks ago

    Paramus, New Jersey, United States ShopRite Full time

    As a Customer Service Representative at ShopRite, you will be responsible for maintaining a clean and organized store environment. Your primary goal will be to provide exceptional customer service by greeting all customers promptly and assisting them with their shopping needs.The estimated salary for this position is $40,000-$60,000 per year, depending on...

  • Sales and Customer Service Representative

    2 weeks ago

    Paramus, New Jersey, United States Razer Full time

    Job DescriptionAs a Sales and Customer Service Representative at Razer, you will be responsible for delivering exceptional customer experiences and meeting sales targets. Your duties will include:Providing accurate product information and making recommendations to customersEnsuring that all customers receive high-quality merchandiseStocking and organizing...

  • Clerk and Customer Service Representative

    2 weeks ago

    Paramus, New Jersey, United States ShopRite Full time

    About the Job">We are currently seeking a motivated and detail-oriented Clerk and Customer Service Representative to join our team at ShopRite in Paramus.">Job Summary">This role involves providing exceptional customer service, maintaining store appearance, and supporting overall store operations.">Key Responsibilities">Your primary duties will...

  • Financial Analyst

    1 month ago

    Paramus, United States Care Plus NJ Full time

    Financial Analyst Organizational Overview: CarePlus New Jersey has been a leader in mental health and a pioneer in integrated care in Northern New Jersey for more than 45 years. CarePlus strives for excellence in mental health, addiction recovery, and community-based services. Our goal is to offer affordable, accessible, and holistic-centered care that...

  • Guest Service Representative

    4 months ago

    Paramus, United States Nothing Bundt Cakes Full time

    Benefits: Employee discounts Flexible schedule Free food & snacks Free uniforms Paid time off At Nothing Bundt Cakes, we refer to our guest services representatives as Joy Creators! A Joy Creator sweetens up the place, setting the mood and making a stop in the bakery an event worth posting about. You'll get to play party planner by helping guests order the...

  • Business Development Representative

    3 weeks ago

    Paramus, New Jersey, United States Western Pest Services Full time

    At Western Pest Services, we're on a mission to redefine the pest control industry. With a legacy of excellence and a commitment to customer satisfaction, we're seeking a highly motivated Business Development Representative to join our team.About the RoleThis is an exciting opportunity to grow your career in a dynamic and fast-paced environment. As a...

  • Financial Advisor

    1 month ago

    Paramus, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Customer Service Representative with Retail Experience

    4 days ago

    Paramus, New Jersey, United States 7-Eleven Full time

    We are committed to ensuring our employees receive proper training so they can confidently provide excellent customer service to our customers every time they visit. Our goal is to create a positive and engaging work environment that fosters growth and development for all employees.Job DescriptionThis role is an exciting opportunity to join our team as a...

  • Customer Service Representative

    2 weeks ago

    Paramus, New Jersey, United States Sherwin-Williams Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our team at Sherwin-Williams. As a key member of our sales force, you will be responsible for providing exceptional customer service and building strong relationships with our wholesale and retail customers.Job DescriptionAs a Customer Service Representative, your primary...

  • Senior Loan Coordinator

    3 weeks ago

    Paramus, New Jersey, United States Longbridge Financial Full time

    Company Overview:Longbridge Financial, LLC (LBF) is a reputable company committed to responsibly helping senior homeowners reshape their financial future. Our mission is to be consistently fair, transparent, and professional with our employees, customers, and partners.We value employees at all levels who drive our company forward. As an Industry Changemaker,...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Paramus, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...