- Fidelity TalentSource LLC (Atlanta, GA)
- …regulatory guidelines.Our SIE \u00AE Scholar program allows you to explore joining the financial services field and jumpstart your career in the industry, all ... on applying to our full-time Customer Relationship Advocate and Financial Representative roles where you can complete...\u00AE Scholar program allows you to explore joining the financial services field and jumpstart your career… more
- Fidelity TalentSource LLC (Mequon, WI)
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you ... What to expect\u2026In your first year as a new Financial Services Representatives, your onboarding leader will...a FINRA ( Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …relationships with customers and the team through effective communicationExperience in customer service , call center, or financial services preferredA strong ... customers by taking inbound calls. Are you interested in Financial Services ? This might be the right...a FINRA ( Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE… more
- Fidelity TalentSource LLC (Bethesda, MD)
- …long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare ... Job Description: Financial Representative We believe that as...what you have learned with the teamCertifications:Securities Industry Essentials ( SIE ) - Issuing Authority, Series 07 - FINRA, Series… more
- TradeStation (Plantation, FL)
- …relevant field (Finance, Business, Computer Science) 5 - 10 years of Institutional financial services sales and trading experience Prior client facing experience ... self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …you may have searched for (Entry Level Customer Service , Call Center Representative or Customer Service Representative ), this role offers a ... your career.First four months, prepare to become a FINRA ( Financial Industry Regulatory Authority) Registered Representative by...training you need to develop the skills needed to service customers and study for your FINRA licensing exams!… more
- Morgan Stanley (Gilbert, AZ)
- … Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Financial Services Representative - SIE (Gilbert, AZ)* **Location:**… more
- Bank of America (Jacksonville, FL)
- Financial Service Representative - Retirement and Benefits Investment Specialist Jacksonville, Florida **Job Description:** At Bank of America, we are guided ... by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for… more
- Lincoln Financial Group (Radnor, PA)
- …for this opportunity. **Requisition #:** 72719 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business ... relationships with advisors who market our products and services in order to meet or exceed established individual...+ Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days +… more
- Bankers Life (Columbus, OH)
- Entry Level Financial Representative - Insurance Sales Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 ... Life(R), one of the most respected brands in the Financial Services industry, is seeking ambitious individuals...this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in… more
- Vanguard (Charlotte, NC)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... investors, join our team of "crew" as a Client Service Excellence Representative . Why Vanguard: At Vanguard,...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- UMB Bank (Milwaukee, WI)
- …purchases, and redemptions with the goal of placing trades. As the **Investor Services Representative ** , you will support shareholders by resolving their issues ... The **Registered Funds Team** provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing… more
- ADP (Florham Park, NJ)
- …for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life balance you've been searching for?_** ... **BONUS POINTS FOR THESE:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- ADP (Louisville, KY)
- …for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life balance you've been searching for?_** ... **BONUS POINTS FOR THESE:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- PNC (Cleveland, OH)
- …be available in all geographic locations. This role reports into the Internal Services Group (ISG) within the PNC Investment Center. ISG is a multi-functioning ... is available to PNC Investment's clients and provides a service experience that builds brand loyalty and enhances the...requests as effectively and efficiently as possible. REQUIRED: FINRA SIE , series 7 & 63 **Job Description** + Resolves… more
- Bankers Life (Columbus, OH)
- Financial Services Professional - Hybrid Experience Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of… more
- Principal Financial Group (Seattle, WA)
- …Bachelor's degree or equivalent experience plus 4+ years of relevant experience, preferably in the financial services industry. + SIE , 6 or 7, and IAR ... **What You'll Do** As a ** Financial Consultant II** , you will get the...live their best lives by providing investment advisory education services in a call center environment to more complicated… more
- Truist (Houston, TX)
- …accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- ADP (Boston, MA)
- ADP is hiring a **Sales Representative for Retirement Services ** in our Major Accounts division. + **_Are you ready to control your financial future with ... **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- ADP (Melville, NY)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
