4522 licensed financial services representative jobs found

Job Description: Do you enjoy helping others? Are you the \u201Cgo to person\u201D at work or in your community? Would your friends and peers describe you as friendly and curious? We really should talk\u2026 Fidelity wants extraordinary people with a passion for assisting others as candidates for an Entry Level Customer Service position. The Entry Level Customer Service role is similar to Customer Service Representative and Call Center Representative roles. We have positions for those with and without college degrees\u2026and if you don t yet have a degree but want one we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education . No finance background\u2026No problem Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry great, but if you need support learning that works too. We will...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment strategies that...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Detroit, MI Metro area! While you will work from home, you must reside near the Greater Detroit, Michigan area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment...

Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Indianapolis, Carmel Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Indianapolis, IN Metro area! While you will work from home, you must reside near the Greater Indianapolis, Indiana area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater New Jersey area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment strategies that meet...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Chicago, IL Metro area! While you will work from home, you must reside near the Greater Chicago, Illinois area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment strategies...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater San Diego, CA Metro area! While you will work from home, you must reside near the Greater San Diego, California area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment...

Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Sacramento, Folsom, Roseville High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Sacramento, CA Metro area! While you will work from home, you\u00A0must\u00A0reside\u00A0near\u00A0the Greater Sacramento, CA area\u00A0as\u00A0occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely.\u00A0 The\u202FPurpose\u202Fof Your Role \u00A0 As a High Net Worth Representative, you will be focused on enhancing relationships with our\u00A0high-net-worth\u00A0clients...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Washington DC Metro area! While you will work from home, you must reside near the Greater Washington DC area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment strategies...

Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blac Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Detroit, MI Metro area! While you will work from home, you must reside near the Greater Detroit, Michigan area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound...

Job Description: Do you enjoy helping others? Are you the \u201Cgo to person\u201D at work or in your community? Would your friends and peers describe you as friendly and curious? We really should talk\u2026 Fidelity wants extraordinary people with a passion for assisting others as candidates for an Entry Level Customer Service position. The Entry Level Customer Service role is similar to Customer Service Representative and Call Center Representative roles. We have positions for those with and without college degrees\u2026and if you don t yet have a degree but want one we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education . No finance background\u2026No problem Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry great, but if you need support learning that works too. We will...

Job Description: Investment Solutions Representative The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment strategies that meet their needs using a defined set of tools and solutions The Value You Deliver Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services. Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or prospective customers Hosting conversations about domestic and foreign financial markets, market trends, economic...

Job Description: High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The\u00A0Purpose\u00A0of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The\u00A0Value\u00A0You Deliver Engaging with customers,...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Baltimore, MD Metro area! While you will work from home, you must reside near the Greater Baltimore, Maryland area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment...

Job Description: Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Atlanta, GA Metro area! While you will work from home, you must reside near the Greater Atlanta, Georgia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment...

Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Scottsdale, Chandler, Glendale, Biltmore Investment Solutions Representative We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Phoenix, AZ Metro area! While you will work from home, you must reside near the Greater Phoenix, Arizona area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance...