• Dexian - DISYS (Salt Lake City, UT)
    Customer Service - Series 7Salt Lake City, UT6 + MonthsShift Time: M-F 7 AM - 6 PM30 days of onsite training5 days on/ 5 days remote after training is completeJob ... Summary:Will be working with customers to address brokerage complaintsTop Skills: Series 7 required - MUST BE ACTIVE (or within 2 year window so it may be… more
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  • Fidelity TalentSource LLC (Orange, OH)
    …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 licenses ... relationships with clientsMentoring and supporting the success of your peersCertifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACompany… more
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  • Fidelity TalentSource LLC (Garden City, NY)
    …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 you to ... obtain the Series 9/10 and Insurance licenses within 60 days of...application window closes when the position is filled or unposted.Certifications: Series 07 - FINRA, Series 09 -… more
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  • Fidelity TalentSource LLC (Smithfield, RI)
    …Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. ... prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and… more
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  • Fidelity TalentSource LLC (Mequon, WI)
    …and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of ... Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.… more
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  • 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 in the ... will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, … more
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  • Fidelity TalentSource LLC (Framingham, MA)
    …goal of developing lifetime relationships with Fidelity. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate ... state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial...relationships with clientsMentoring and supporting the success of your peersCertifications: Series 07 - FINRA, Series 63 -… more
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  • Fidelity TalentSource LLC (Westwood, MA)
    …re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA 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...your clients while making a positive impact in the communityCertifications: Series 07 - FINRA, Series 63 -… more
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  • Fidelity TalentSource LLC (Edina, MN)
    …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...and experiences. Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 -… more
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  • Fidelity TalentSource LLC (Westwood, MA)
    …rewarding interactions with clients every single day.\u00A0 The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate ... state registrations OR ability to acquire series 65/66 upon hire1-3 years in financial services with...for the client contact strategyBuilding long-lasting meaningful relationships with clientsCertifications: Series 07 - FINRA, Series 63 -… more
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  • Fidelity TalentSource LLC (Oakdale, MN)
    …dynamic, and deadline driven environmentAbility to think creatively and be comfortable making decisionsA series 7 and series 63 license that are current and in ... good standingYou will obtain a series 65 license within 90 days of hire The\u00A0Purpose\u00A0of...Certifications:Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series 07 - FINRA, Series 63 -… more
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  • 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 66 ... activities.Certifications:Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA,… more
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  • Fidelity TalentSource LLC (Smithfield, RI)
    …technology and ability to navigate multiple systems simultaneouslyAptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You DeliverLearn ... will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 Required to obtain within the first 3.5 monthsLearn More:\u00A0Dynamic… more
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  • Fidelity TalentSource LLC (Farmington Hills, MI)
    …re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and ... appropriate state registrations OR ability to acquire series 65/66 upon hireDegree and/or other professional certifications such as a CFP are helpful; if you don t… more
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  • Fidelity TalentSource LLC (Villanova, PA)
    …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...help support the long-term objectives of our most sophisticated clientele.Certifications: Series 07 - FINRA, Series 63 -… more
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  • Fidelity TalentSource LLC (Phoenix, AZ)
    …of the Greater Phoenix, AZ area. The\u00A0Expertise\u00A0We re Looking ForSeries 7 & Series 63 licenses requiredSeries 66 required within 90 days of hire2+ years of ... driving crossover customers that creates Personal & Workplace Investment flows. CERTIFICATIONS: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA… more
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  • American Honda Motor Co Inc (Marysville, OH)
    …business unit's Annual Business Plan Development including annual strategy; Yamagomori series ; vision documents; policy tree; and KPIs. Summarize quarterly result ... Support BU-Level Annual Business Plan Development including annual strategy; Yamagomori series ; vision documents; policy tree; and KPIs. Responsible to lead BU-level… more
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  • Fidelity TalentSource LLC (South Bend, IN)
    …management partner based on needs and financial complexitySeries 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to ... the assigned Branch location.Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, … more
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  • Fidelity TalentSource LLC (Tampa, FL)
    …preferred)Related customer engagement experience desiredSeries 7 requiredSeries 63 and 65 or Series 66 licensed or ability to acquire upon hire The Skills You ... designed to help you and your family strike the right balance. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series more
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  • 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 you ... have learned with the teamCertifications:Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, … more
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