Client-Facing Financial Rep — Tuition Reimbursement
Fidelity Investments Inc.
Fidelity Investments Inc. in Greensboro, NC seeks a Financial Representative to serve as the friendly face of the branch, delivering high-quality client service and identifying opportunities to deepen relationships. You'll support front lobby transactions, maintain compliance, and work toward securities licenses (Series 7 and 66) with company-provided training and tuition reimbursement for CFP or equivalent credentials. The role follows Fidelity's onsite working model. #J-18808-Ljbffr Fidelity Investments Inc.
- ...Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized... ...platform and top resources in the financial industry, while you nurture... ...already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility...Tuition reimbursementFull time
- ...sponsorship for this position. Financial Representative The Role We... ...atmosphere, as the official face of Fidelity. Through... ...honesty, we know you will inspire client dedication and engagement to... ...certifications are beneficial (our tuition reimbursement program can help obtain a...Tuition reimbursementFull time
- Marsh McLennan Agency is seeking a Client Service Representative to provide quality service at our Greensboro, NC location. This... ...team-oriented mindset. Benefits include generous time off, tuition reimbursement, and opportunities for bonuses. Professional development is...Tuition reimbursement
- Fidelity Investments in Greensboro, NC seeks a Financial Consultant to mentor clients, craft personalized planning, and grow the firm."s presence with an existing client base. The role emphasizes relationship-building, comprehensive investment solutions, and adherence...Suggested
- Bankers Life is seeking Financial Advisors who will build a client base and become trusted financial partners. You will develop knowledge of Bankers Life products and market trends while leveraging our award-winning training and mentorship network to advance your career...Suggested
- ...is seeking a Wealth Advisor based in North Carolina to consult on investment and insurance strategies, grow a client book, and deliver comprehensive financial plans. The role focuses on delivering an exceptional client experience, developing internal partnerships, and...
$69.4k - $121.4k
...how you can make your mark as a FP&A Financial Analyst at MMA. Marsh McLennan Agency... ...& benefits, retirement, and private client insurance solutions to organizations and... ...personal and volunteering Tuition reimbursement and professional development opportunities...Tuition reimbursementMinimum wageLocal areaRemote workNight shift- ...Client Support Associate, Business Insurance Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits... ...Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Flexible...Tuition reimbursementPermanent employmentLocal areaFlexible hours
- Bank of America in Greensboro, NC is seeking an in-branch client service professional to educate customers on self-service banking and assist with transactions. You will build relationships, understand client needs, and connect them with appropriate solutions while adhering...Work at officeWeekend work
- Senior Client Manager, Business Insurance Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits,... ...Benefits Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Hybrid work....Tuition reimbursementPermanent employmentLocal area
$115.92k
...Are you an experienced financial professional who wants... ...do best—serve your clients. Our managers are here... ...(WMCP®). We cover the tuition cost of these designations... ...Company. # Tuition reimbursement is only available for... ...in force is the total face amount of individual life...Tuition reimbursementContract workFixed term contract- ...Marsh McLennan Agency Senior Client Manager, Business Insurance Our not-so-secret sauce. Award-winning, inclusive... ...Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work...Tuition reimbursementPermanent employmentLocal areaNight shift
$50k
...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work...Tuition reimbursementWork at officeLocal areaNight shiftEarly shift$50k
Client Service Representative at Marsh McLennan Agency (MMA) Marsh McLennan Agency (MMA) provides business insurance, employee... ...Benefits Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Hybrid work....Tuition reimbursementWork at officeLocal areaEarly shift- ...Marsh McLennan Agency Account Manager, Private Client Services (Personal Insurance) Our not-so-secret sauce. Award... ...Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Charitable contribution...Tuition reimbursementPermanent employmentWork at officeLocal areaFlexible hoursNight shift
- Truist in Greensboro, NC seeks an associate to deliver exceptional client service in person and by phone, building relationships and providing financial solutions. The role includes cross-training for teller duties as needed. The position focuses on extending relationships...Weekend work
$165k
Northwestern Mutual - Greensboro is hiring a Client Advisor to engage with clients and understand their financial needs. This role involves designing tailored strategies for financial protection and regularly updating clients' plans. Candidates should have a bachelor's...- First Citizens Bank is seeking a Wealth Division support professional to assist in daily sales activities, analyze client needs, and guide documentation and service delivery. You will address inquiries, resolve account or product discrepancies, and help ensure client satisfaction...
- ...ensuring alignment with risk, regulatory, and client requirements. A key focus of the role is... ...consistent with “best practices” and Financial Services Industry Standards4. Works with... ...paced work environment5. Corporate client facing experience.General Description of Available...Permanent employmentFull timePart timeH1bWork at officeWork visaShift workDay shift
- ...what makes us different and how you can make your mark as a Client Service Manager at Marsh McLennan Agency (MMA). Marsh McLennan... ...are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid Work...Tuition reimbursementWork at officeLocal areaNight shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...where you can help your clients achieve their goals through... ...provides pre-payment/reimbursement* for course tuition fees and books. Compensation... ...-building or client-facing roles Excellent time-management...Full timeContract workFor contractorsWork at office- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we offer: Award...Work at officeFlexible hours
- ...Finance Consultant to support a full-time client engagement within a complex manufacturing... ...who brings deep functional expertise in Financial Management , strong business process... ...independently while managing priorities in a client-facing consulting environment. ~ Willingness...Full timeContract work
- Northwestern Mutual is seeking a College Financial Representative intern to build a foundation in integrated financial planning while learning... ...a Fortune 500 company. You will prospect and meet potential clients, develop a business strategy, and gain exposure to proprietary...InternshipLocal area
$110k - $150k
...individual also communicates closely with clients, establishes clear goals and... ...in and facilitate group meetingsClient facing experience and ability to develop contacts... ...wellbeing benefits, adoption assistance and tuition reimbursement. We offer nine paid holidays and 15...Tuition reimbursementFull timePart timeLocal area- ...do our HVAC Install Technicians do?Our technicians go into clients' homes to install new residential heating and cooling systems... ...be sponsored for Journeyman license and NATE certification.Tuition Reimbursement benefits & Scholarship ProgramsWellness:Health benefits including...Tuition reimbursementFlexible hours
- Huntington Bank is seeking a Financial Relationship Banker for the Greensboro, NC location. In this role, you will help customers achieve their financial goals, build lasting relationships, and provide excellent service. Candidates should have prior customer service and...Full time
$100k
...that happy employees = happy customers!Our technicians go into clients' homes to install new residential heating and cooling... ...be sponsored for Journeyman license and NATE certification.Tuition Reimbursement benefits & Scholarship ProgramsWellness:Health benefits including...Tuition reimbursementFull timeRelocation packageFlexible hours- Truist is seeking an Investment Support Specialist in Greensboro, NC, responsible for providing comprehensive client support for our affluent investment clients. This role involves managing relationships, processing transactions, and maintaining accurate client records...
- ...provide vital information that helps our clients and patients understand their health.... ...skilled specimen collections and be the face of the company. In addition, you will... ...Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Employees...Tuition reimbursementTemporary workPart timeWork experience placementCasual workInternshipWork at officeMonday to FridayFlexible hours
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