- Dexian - DISYS (Irving, TX)
- …first 30 days then 5 days in 5 days out)Intake notes:Securities license positionMust have series 7 certification that is active and up to date (can't expire ... solutions that leverage best practices and support efficiency.*Successfully completed FINRA Series 7 exam to qualifyHighly Desired qualifications:Motivated self… more
- Fidelity TalentSource LLC (Covington, KY)
- …plan sponsors as part of a client service team or supporting functionFINRA Series 7 and 63 licenses or attained within 90 days of hireAbility to analyze ... service as a key member of the client service team, contributing to team and/or...credit review (role dependent). These investigations will account for 7 years or more of history, depending on the… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by ... training you need to develop the skills needed to service our customers and study for your FINRA licensing...you to engage with customers while taking the SIE, Series 7 Top Off and Series… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Operational support, and Risk/Compliance execution. The Expertise We re Looking ForWe require the Series 7 , 63 & 65 licensesWe believe that at least five years ... Management ConsultantThe Private Wealth Investment Management Consultant is a client -facing role that serves as an investment planning specialist...execution. The Expertise We re Looking ForWe require the Series 7 , 63 & 65 licensesWe believe… more
- Fidelity TalentSource LLC (Boston, MA)
- …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 ... to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services...expertise will be used to address unique and complex client service requestsYour appreciation for working in… more
- Fidelity TalentSource LLC (Palo Alto, CA)
- …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 ... your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting,...appropriate state registrations OR ability to acquire series 65/66 upon hire1-3 years in financial services with… more
- Fidelity TalentSource LLC (Houston, TX)
- …knowledge and understanding of general financial planning concepts\u00A0Proven customer service , client support and problem resolution skills\u00A0Ability to ... Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Detroit Houston area! While you will work… more
- Fidelity TalentSource LLC (Middleton, WI)
- …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 ... leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower… more
- Fidelity TalentSource LLC (Miami, FL)
- …broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to ... Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Miami Metro area! While you will work from… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …with technology and ability to navigate multiple systems simultaneouslyAptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You ... leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional… more
- Fidelity TalentSource LLC (Stamford, CT)
- …through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or ... you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build… more
- Fidelity TalentSource LLC (Towson, MD)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment...wealth management partner based on needs and financial complexitySeries 7 & 63 licensed; Series 65 or… 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 ... the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring… more
- Fidelity TalentSource LLC (Brea, CA)
- …to develop long-lasting positive relationships with Fidelity.\u00A0We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide ... the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your...success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions… more
- Fidelity TalentSource LLC (Friendswood, TX)
- …techniques.The Expertise We 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 66 & Insurance licenses within 6 months of...and effective follow up skillsPartnering with branch consultants in client appointments to support the introduction and implementation of… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …them through wealth management and retirement planning strategies.The Expertise We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 66 (63/65) and ... you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build… 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 (Chicago, IL)
- …and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills\u00A0You BringAbility to execute key ... efficient savings, investment, and tax strategy. The Expertise\u00A0We re Looking ForSeries 7 , 63, 65, 66 required prior to hireInsurance licenses must be obtained… more
- Fidelity TalentSource LLC (New York, NY)
- …consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and ... Job Description:For you, client interactions aren t just transactions. They re...a Relationship Manager. The Expertise We re Looking ForSeries 7 , 63 & 65 and Life Insurance licenses are… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …5 years minimum investment sales/financial planning experience\u00A0\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Series 7 ,63 (required) 65/66 within 90 ... planning and portfolio reviews. You ll be responsible for understanding the client s unique financial situation and providing personalized solutions. You will… more
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