- Fidelity TalentSource LLC (Wayne, NJ)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... financial plans through a wide range of products and services using your sound judgment, keen knowledge of products,...your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local… more
- Fidelity TalentSource LLC (Madison, WI)
- …below: Mequon and Milwaukee We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Milwaukee, WI Metro area! ... Job Description: Investment Solutions Representative To be eligible for consideration...needs with suitable solutions such as products, research, and/or services .Developing and positioning mutual funds, fixed income products, and… more
- Fidelity TalentSource LLC (Farmington Hills, MI)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... needs of your mass affluent clients through a wide range of solution and services . Instead of spending your time sourcing new clients, you will engage with existing… more
- Fidelity TalentSource LLC (Durham, NC)
- …believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which ... Regional Center Planning and Advice group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team… more
- Fidelity TalentSource LLC (Tampa, FL)
- …Clearwater, Sarasota High Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater ... of $250,000 to $1 million, and therefore have complex service and investment needs. In this role,...provided)2-3 years of previous experience working in the financial services industryStrong technological savvy and comfort with learning how… more
- Fidelity TalentSource LLC (Las Vegas, NV)
- …below: HendersonHigh Net Worth Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater ... who have assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will help… more
- Fidelity TalentSource LLC (Middleton, WI)
- …industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We ... is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and...Looking ForPrevious success in salesFINRA Series 7 & 63 licensed ; Series 65 or 66 licensed and… more
- Fidelity TalentSource LLC (Westlake, TX)
- …goals & dreams.\u00A0The SIE\u00AE is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic ... Scholar program allows you to explore joining the financial services field and jumpstart your career in the industry,...to pursue one. Note: Any application for full time licensed employment will not be considered until completion of… more
- Fidelity TalentSource LLC (Plano, TX)
- …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 planningDegree and/or other professional certifications such as CFP are… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …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 experience, we recommend five yearsDegree and/or other professional...Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Fidelity TalentSource LLC (Hilton Head Island, SC)
- …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 an emphasis in providing an excellent customer...social skills and the ability to deliver highly personalized service to each clientAbility to find success in a… more
- Fidelity TalentSource LLC (Tampa, FL)
- …below: Tampa, Clearwater, Sarasota We have an exciting opportunity for a remote, licensed Central Relationship Manager in the Greater Tampa Florida Area! While you ... We re Looking For1-3 years of experience in financial services (outbound calling experience preferred)Related customer engagement experience desiredSeries 7… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing ... that you have at least five years in financial services and planningWe believe that three or more years...our mission, applying timeless leadership principles to help every associate perform at, or above, their full potentialBuild a… more
- Citigroup (O'Fallon, MO)
- The Licensed Investment Srvc Assoc is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- JPMorgan Chase (White Plains, NY)
- …Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required ... with required licenses, hire will move into Private Client Investment Associate title **What you will receive**...RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through… more
- JPMorgan Chase (Morristown, NJ)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC… more
- JPMorgan Chase (Fayetteville, NY)
- …Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required ... in JP Morgan Wealth Management, you will provide client service operational marketing and administrative support to the primary...hire will move into Private Client Investment Associate title Chase is a leading financial services… more
- JPMorgan Chase (Columbus, OH)
- …Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required ... As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary...hire will move into Private Client Investment Associate title Chase is a leading financial services… more
- Thrivent Financial (Minneapolis, MN)
- …a vital part of our team, collaborating with our advisors to enhance our investment advisory services and maintain an exceptional client experience. Your role ... record meeting notes and conversation outcomes. Ensure follow-through to keep our services top-notch. + Investment Assistance: Offer support via phone and… more
- Citigroup (Houston, TX)
- The Associate is a senior level position responsible for performing geotechnical analysis and preparing geologic materials used for strategic advisory services ... to clients and counterparties as part of Citi's strategic advisory services for energy clients. **Responsibilities:** + Responsible for technical evaluation of… more
