Financial Representative
Found in: Talent US C2 - 2 weeks ago
Job Description
:
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes
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
A key member of the team, you are offering support to Fidelity’s most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Certifications:
Securities Industry Essentials (SIE) – Issuing Authority, Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA
-
Merrill Experienced Financial Advisor
Found in: beBee jobs US - 3 weeks ago
Bethesda, Maryland, United States Bank of America Full timeJob 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,...
-
Senior Financial Partner
Found in: Jooble US O C2 - 6 days ago
Bethesda, MD, United States New York Life - Washington DC - Virginia Full timeOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Everything we do has one overriding purpose: to be there when our policy owners need us. If you are a...
-
Bethesda, United States mcps Full timeDescription: SUMMARY DESCRIPTION:Under direction of the principal, the school business administrator provides overall leadership and manages non-instructional activities in the high school related to budget, accounting, finance, and operations management. The position shall be responsible for the school's budget and financial functions in accordance with...
-
Bethesda, United States mcps Full timeDescription: SUMMARY DESCRIPTION: Under direction of the principal, the school business administrator provides overall leadership and manages non-instructional activities in the high school related to budget, accounting, finance, and operations management. The position shall be responsible for the school's budget and financial functions in accordance with...
-
Director of College Admissions Advising
6 days ago
Bethesda, United States Rochambeau, The French International School of Washington DC Full timeJob Title**:Director of College Admissions Advising** - Reports to: Director of the Secondary School - Compensation Type: Salaried/Monthly - Employment Type: Regular, Fulltime - Department: Administration - Salary: Based on credentials and experience **THE SCHOOL**: Rochambeau, a coeducational day school, offers an exceptional blend of the French curriculum...
-
Accounting Manager
6 days ago
Bethesda, United States Club Capital LLC Full timeJob Description Job Description Benefits:401(k) matchingCompetitive salaryDental insuranceHealth insuranceHome office stipendOpportunity for advancementPaid time offTraining & developmentVision insuranceWellness resourcesClub CapitalClub Capital LLC is a rapidly growing Accounting, Tax, and CFO Services firm specialized in the insurance industry with clients...
-
Director, College Admissions Advising
Found in: beBee jobs US - 22 hours ago
Bethesda, Maryland, United States Rochambeau, The French International School Full timeJob Title: Director of College Admissions Advising Reports to: Director of the Secondary School Employment Type: Regular, Fulltime Salary: Based on credentials and experience THE SCHOOL: Rochambeau, a coeducational day school, offers an exceptional blend of the French curriculum and a robust English program, IB, and MYP programs to a diverse student body...
-
Assistant Property Manager
2 weeks ago
Bethesda, United States Greenhill Realty Company Full timeJob Title: Assistant Retail Property ManagerLocation: Bethesda, MDCompany: Greenhill Realty CompanyJob Type: Full-TimeSchedule: Monday to Friday, with rotational on-call responsibilities for weekends and after hours.Job DescriptionGreenhill Realty Company, a leading commercial real estate firm, is seeking a highly skilled and experienced Commercial Retail...
-
Assistant Property Manager
Found in: Appcast US C2 - 2 weeks ago
Bethesda, United States Greenhill Realty Company Full timeJob Title: Assistant Retail Property ManagerLocation: Bethesda, MDCompany: Greenhill Realty CompanyJob Type: Full-TimeSchedule: Monday to Friday, with rotational on-call responsibilities for weekends and after hours.Job DescriptionGreenhill Realty Company, a leading commercial real estate firm, is seeking a highly skilled and experienced Commercial Retail...
-
Assistant Property Manager
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
Bethesda, United States Greenhill Realty Company Full timeJob Title: Assistant Retail Property ManagerLocation: Bethesda, MDCompany: Greenhill Realty CompanyJob Type: Full-TimeSchedule: Monday to Friday, with rotational on-call responsibilities for weekends and after hours.Job DescriptionGreenhill Realty Company, a leading commercial real estate firm, is seeking a highly skilled and experienced Commercial Retail...
-
Lease Administrator
Found in: Appcast US C2 - 1 week ago
Bethesda, United States Greenhill Realty Company Full timeJob Title: Lease & Property Administrator Location: Bethesda, MDCompany: Greenhill Realty CompanyDivision: Property Management DivisionReports to: Director of Operations, Leasing, and ManagementJob Type: Full-Time with Hybrid Work AvailableJob DescriptionGreenhill Realty Company is looking for a highly organized, detail-oriented Lease & Property...
-
Lease Administrator
7 days ago
Bethesda, United States Greenhill Realty Company Full timeJob Title: Lease & Property Administrator Location: Bethesda, MDCompany: Greenhill Realty CompanyDivision: Property Management DivisionReports to: Director of Operations, Leasing, and ManagementJob Type: Full-Time with Hybrid Work AvailableJob DescriptionGreenhill Realty Company is looking for a highly organized, detail-oriented Lease & Property...
-
Lease Administrator
Found in: Appcast Linkedin GBL C2 - 7 days ago
Bethesda, United States Greenhill Realty Company Full timeJob Title: Lease & Property Administrator Location: Bethesda, MDCompany: Greenhill Realty CompanyDivision: Property Management DivisionReports to: Director of Operations, Leasing, and ManagementJob Type: Full-Time with Hybrid Work AvailableJob DescriptionGreenhill Realty Company is looking for a highly organized, detail-oriented Lease & Property...
-
Associate Program Manager
1 week ago
Bethesda, United States National Capitol Contracting Full timeJob Description Job Description Position Summary This is an onsite position located in Bethesda, Maryland. NCC is seeking an Associate Program Manager to provide direct operational support to multiple division managers, ensure contract compliance, and timely reporting to the government and act in stewardship to the agency's mission, budgets, and quality...
-
Assistant Community Manager
4 days ago
Bethesda, United States Edgewood Management Full timeAssistant Community Manager Edgewood Management Corporation provides superior real estate management and Edgewood Management Corporation is a 50 year old, premiere affordable property management company, responsible for 27,000 units in fourteen states and the District of Columbia. Edgewood’s portfolio represents a variety of multifamily products that...
-
Patient Service Coordinator
2 weeks ago
Bethesda, United States Aligned Orthopedic Partners Full timeWho we are:Aligned Orthopedic Partners is a well-respected private orthopedic team comprised of highly trained, board-certified orthopedic surgeons devoted to delivering patients with the highest orthopedic care possible. Our commitment to finding the best solutions for individual needs sets us apart from the competition. We take pride in providing...
-
Assistant Community Manager
1 week ago
Bethesda, United States Edgewood Management Full timeAssistant Community Manager Edgewood Management Corporation providessuperior real estate management andEdgewood Management Corporation is a 50 year old, premiere affordable property management company, responsible for 27,000 units in fourteen states and the District of Columbia. Edgewood’s portfolio represents a variety of multifamily products that include...
-
Associate Program Manager
1 day ago
Bethesda, United States National Capitol Contracting Full timePosition Summary This is an onsite position located in Bethesda, Maryland. NCC is seeking an Associate Program Manager to provide direct operational support to multiple division managers, ensure contract compliance, and timely reporting to the government and act in stewardship to the agency's mission, budgets, and quality goals. The ideal candidate will have...
-
Deputy Assistant Director of National Intelligence for Science
Found in: beBee jobs US - 2 weeks ago
Bethesda, Maryland, United States Non-Departmental Agency Full timeSummary The Policy & Capabilities Directorate ensures the IC is best postured for the threats and challenges of an uncertain future, through strategy, policy, and capabilities development. Comprised of 7 organizations, PC oversees IC Human Capital; Acquisition, Procurement & Facilities; Intelligence Advance Research Projects Activity; Science & Technology...
-
Project Director, HEALthy Brain and Child Development
Found in: beBee S US - 3 weeks ago
Bethesda, United States National Institue on Drug Abuse Full timeNIH is the center of medical and behavioral research for the Nation----making essential medical discoveries that improve health and save lives.The National Institute on Drug Abuse (NIDA) at the National Institutes of Health (NIH) is seeking exceptional candidates for the position of Project Director, HEALthy Brain and Child Development (HBCD) Study, Division...