- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The Role As a Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and ... with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …experience a plusMinimum 3-4 years of product and industry experience Fidelity experience desirableFINRA Series 7 and 63 required or must be obtained within 90 ... Job Description:Are you interested in building a career focused on Client Management?\u00A0 Can you work collaboratively with colleagues across the globe to help… more
- Fidelity TalentSource LLC (Garden City, NY)
- …that three or more years of management within a financial services environment is helpfulThe Series 7 and 66 (or 63/65) are required, additionally we would want ... a passion for doing what s right for the client and you want to work in a dynamic, ...you to obtain the Series 9/10 and Insurance licenses within 60 days of hire… more
- Fidelity TalentSource LLC (Framingham, MA)
- …with the goal of developing lifetime relationships with Fidelity. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and ... provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations,… more
- Fidelity TalentSource LLC (South Bend, IN)
- …have rewarding interactions with clients every single day.\u00A0 The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and ... the Relationship Manager team company wideBeing responsible for the client contact strategyBuilding long-lasting meaningful relationships with clientsCertifications: Series… more
- Fidelity TalentSource LLC (Novi, MI)
- …We re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 ... 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.… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability ... Job Description:Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re...to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services… more
- Fidelity TalentSource LLC (Oakdale, MN)
- …long-term success for you and our clients.The Expertise We re Looking ForPrevious success in salesFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and ... appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions or products to a knowledgeable client base… more
- Fidelity TalentSource LLC (Westlake, TX)
- …with technology and ability to navigate multiple systems simultaneouslyAptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You ... communication skill opens customers minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.… more
- Fidelity TalentSource LLC (Jacksonville, FL)
- …Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by ... you to engage with customers while taking the SIE, Series 7 Top Off and Series...trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit… more
- Fidelity TalentSource LLC (Middleton, WI)
- …that supports each client s unique planning needs.The Expertise We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and insurance ... Job Description:Planning ConsultantThrough your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …of management within a financial services environment is helpfulWe require an active Series 9/10, 7 and 66 licenses The\u00A0Purpose of Your RoleOur mission ... through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual fund knowledge… more
- Fidelity TalentSource LLC (Oakdale, MN)
- …and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 licensed; Series 65 or 66 and appropriate state registrations ... discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct efficient one-on-one… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or ... financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership...will be based in the Biltmore Investor Center in Arizona.Certifications: Series 07 - FINRA, Series 63 -… more
- Fidelity TalentSource LLC (Friendswood, TX)
- …re Looking ForWe ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and will allow study time to obtain the Series ... preparation and effective follow up skillsPartnering with branch consultants in client appointments to support the introduction and implementation of appropriate… more
- Fidelity TalentSource LLC (Tampa, FL)
- …financial services (outbound calling experience preferred)Related customer engagement experience desiredSeries 7 requiredSeries 63 and 65 or Series 66 licensed ... teams, you will build the path to an enhanced client experience and explore ways we can deepen and...help you and your family strike the right balance. Certifications: Series 07 - FINRA, Series 63 -… more
- Fidelity TalentSource LLC (Bethesda, MD)
- …you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licensesDegree and/or other professional certifications are helpful; if ... of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.… more
- Fidelity TalentSource LLC (Jacksonville, FL)
- …Expertise We re Looking ForBachelor s Degree highly preferredCFP highly preferredSeries 7 , 63, 65, 66 and insurance licenses required prior to hireRequired: 5+ ... planning experience, 5+ years preferredProven track record of high client happiness and dedication (eg high NPS, retention, etc.)Proven...(CFP) - Issuing Authority, Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 -… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and/or financial services preferredClient consultation experience5+ years creating communication strategiesFINRA Series 7 and 63 licenses preferred (or required ... stepsPlay the liaison between our marketing team and the client to ensure our marketing campaigns are understood and...key stakeholders like plan sponsors, consultants, and Fidelity s vendors.\u00A0Certifications: Series 07 - FINRA, Series 63 -… more
- Fidelity TalentSource LLC (Chicago, IL)
- …efficient savings, investment, and tax strategy. The Expertise\u00A0We re Looking ForSeries 7 , 63, 65, 66 required prior to hireInsurance licenses must be obtained ... maintaining a high level of superior service to drive client loyalty. The Skills\u00A0You BringAbility to execute key elements...application window closes when the position is filled or unposted.Certifications: Series 07 - FINRA, Series 63 -… more
