Client-Focused Investment Advisor
Fidelity Investments Inc.
Fidelity Investments Inc. is looking for a professional in Louisville, Kentucky, to develop customized financial plans for clients. This role emphasizes building relationships through proactive outreach and effectively utilizing Fidelity's planning tools. Ideal candidates will be FINRA Series 7 & 66 licensed or able to obtain certification upon hire. Fidelity offers a comprehensive rewards package focused on professional flexibility, growth, and support to ensure your long-term success. #J-18808-Ljbffr Fidelity Investments Inc.
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...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by...Temporary work- ...difference in the lives of your clients. At Fidelity, we have a... ...stable industry leader where we focus on the importance of communicating... ...it matters most: providing investment solutions and growing... ...relationships with a dedicated local advisor. The Expertise We’re Looking...Work at officeLocal area
- Truist in Louisville, KY is seeking a professional to deliver exceptional client service and drive sales performance. Your responsibilities will include fostering client relationships and providing tailored financial solutions. You will support sales processes through...Work at office
$25.06 - $30.62 per hour
...at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment...Temporary work- Client Relationship Consultants build relationships with customers, engaging them via multiple channels—including in‑person, by appointment, and virtually—to provide the best possible counsel while adapting a digital‑first mindset. Strong client relationships are based...Temporary work
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A leading financial institution in New Jersey is seeking Citizens Bankers who excel at building strong relationships with customers and providing tailored financial advice. Candidates must have a high school diploma, 2 years of customer service experience, and strong communication...Hourly pay- ...High school diploma required. Banking, Investments, cash handling, sales, and customer service... ...center. The Licensed Personal Banker focuses primarily on the daily sales initiatives... ...assess the financial needs of Banking Center clients and make an appropriate recommendation...Work at officeFlexible hours
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...Financial Services Organization (FSO). Our focused model and bold ambition have put us at... ...industry, working side by side with a range of clients from our most venerable institutions to... ...related to job function as a trusted advisor and role model for our people across multiple...Summer holidayFlexible hours
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