- Fidelity TalentSource LLC (Boston, MA)
- …s hedge fund investment manager client base. This includes trade processing, client service , and exception management.Certifications: Series 07 - FINRA, ... an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services? You will own aspects of trade… more
- Fidelity TalentSource LLC (Smithfield, RI)
- 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 ... growth of Fidelity s investment capabilities within Fidelity s Institutional Client Group (ICG) organization.\u00A0 The Role ICG is the institutional distribution… more
- Hired by Matrix (Columbus, OH)
- …to build your career by joining a global financial institution? If so, our client is hiring a Retirement Services Support! What You'll Do: Establish and maintain ... effective relationships in order to deliver world class service to our clients. Handle incoming phone calls from financial advisors and branch employees related to… more
- Fidelity TalentSource LLC (San Antonio, TX)
- …Relationship Manager team company wideBeing responsible for the client contact strategyBuilding long-lasting meaningful relationships with clientsCertifications: ... your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting,...every single day.\u00A0 The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65… more
- Fidelity TalentSource LLC (Brookfield, WI)
- …Fidelity s most valuable and lucrative clients. We know you will inspire client dedication and engagement in order to develop long positive relationships with ... social skills and the ability to deliver highly personalized service to each clientThrive in a compliance driven, dynamic,...environmentAbility to think creatively and be comfortable making decisionsA series 7 and series 63 license that… more
- Fidelity TalentSource LLC (Edina, MN)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re...Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65… more
- Fidelity TalentSource LLC (Edina, MN)
- …leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower ... clients.The Expertise We re Looking ForPrevious success in salesFINRA Series 7 & 63 licensed; Series 65...to present complex solutions or products to a knowledgeable client base while building rapport and credibilityDegree and/or other… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …you will be provided with various resources to maximize and ensure successful client outcomes. As a Team Leader of Financial Consultants, you will lead a ... customer interactions Ensure compliance with regulatory requirements through observing client interactions, reviewing trade logs and employee files, monitoring VP/FC… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. ... 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 63… more
- Fidelity TalentSource LLC (Middleton, WI)
- …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...on needs and financial complexitySeries 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred,… more
- Fidelity TalentSource LLC (Houston, TX)
- …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 ... through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …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 in 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 high… more
- Fidelity TalentSource LLC (Shrewsbury, MA)
- …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 ForCustomer service , phone, or financial services experience will prepare you...the FINRA licensing material and work to obtain the Series 7 and 66 licensesDegree and/or other professional certifications… more
- Fidelity TalentSource LLC (Portland, OR)
- …broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to ... Tigard We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Portland, OR Metro area! While you will work from… more
- Fidelity TalentSource LLC (Edina, MN)
- …and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills\u00A0You BringAbility to execute key ... within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product...comprehensive wealth and financial plan intended to organize the client s finances and plan for future goals and… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …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 ... through wealth management and retirement planning strategies.The Expertise We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 66 (63/65) and Insurance… more
- Fidelity TalentSource LLC (Detroit, MI)
- …responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in the state of Michigan ... experience, preferably within the Retirement market and working with Advisors/Investment Professionals. Series 7 and 63 licenses required. The Purpose of Your… more
- Russell Tobin & Associates (Green Bay, WI)
- …funds, annuity and life accounts according to established procedures and service standards. Ensure customers are identified according CIP/BSA/AML policies and ... to vendors as necessary to avoid delays. Review all account maintenance and service requests for required documentation. Process all maintenance and service … more
- Fidelity TalentSource LLC (Boston, MA)
- …develop and lead the team, holding them accountable for meeting relationship and service level goals.\u00A0 You will be responsible for over $60B in AUM, including ... 15+ years of relevant financial services experience required.\u00A0 Relevant HNW client experience in dealing with complex wealth management issues5 or more… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …("BMCM"). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will ... have exposure to business development, client service and relationship building, working with...management, financial planning and custodial platforms. Must have FINRA Series 65 license or equivalent. CFP or ChFC or… more
