Financial Services Trainee — Client Solutions & Licensing
Bank of America
Bank of America is seeking a dedicated representative to provide phone-based services, focusing on client relationships and financial solutions. This role includes managing inbound service calls and referring clients to specialized sales teams. Candidates should possess strong communication skills and a desire for a long-term career in financial services. The position requires a minimum of a High School Diploma, with preference for those holding a Bachelor's Degree or relevant experience. The role offers a dynamic work environment in Lincoln, Rhode Island, with a full-time schedule of 40 hours per week. #J-18808-Ljbffr Bank of America
$65k - $85k
A leading financial institution in Lincoln, RI is seeking a National Financial Solutions Advisor. This position provides advice to help clients achieve financial goals and offers opportunities for... ...will possess the Series 7 and 66 licenses, demonstrate strong...Suggested- ...National Financial Solutions Advisor I (Series 7 Required) Riverside, Rhode... ...and delivering for our clients, teammates, communities and... ...industry leading products, services, and education. Robust marketing... ...Lynch Life Agency Inc., a licensed insurance agency and wholly...SuggestedWork at officeShift workDay shift
- ...provides phone-based services to relationship jobs where... ...daily to resolve financial needs. Key responsibilities... ...by referring clients to specialized sales teams... ...entry point into a fully licensed financial services... ...needs and find proper solutions to meet those needs by...TraineeshipShift workDay shift
$28.85 - $33.65 per hour
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$65k - $85k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...achieve their financial goals; solutions include investment, banking,... ...with industry leading products, services, and education. Robust...SuggestedWork at officeShift workDay shift- Job Description:Financial Planning ConsultantIMC 1 associates please do... ...planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress... ...or Series 66 licensedInsurance license within 90 days of hireCertified...Full time
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...advice and customized solutions to clients to help them... ...completing required licenses and trainings. This position...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$21 - $23 per hour
...Join to apply for the Client Success Coordinator role at Medicare... ...clients—providing high-quality service and support as they navigate... ...begin as a Customer Success Trainee , mastering the basics of Medicare... ...‑term growth in operations, licensing, or leadership A professional...TraineeshipFull timeWork at officeMonday to Friday- ...of others? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site.... ...progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue...Hourly payFull timeWork at officeMonday to FridayShift workNight shift
- ...investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You... ...training and licensing support.## **Key Responsibilities... ..., and investment solutions.* Handle inbound service... ...people create their path to financial well-being.* Discuss market...Full timeWork at officeLocal area
$27 - $41 per hour
...-round TurboTax Local Service Experts in one of our... ...customers to achieve positive financial outcomes while... ...in growing TurboTax’s client base within the local... ...deliver accurate tax solutions in personalized everyday... ...obtain any related State licenses, certificates, permits...Work at officeLocal areaMonday to Friday$110k - $222k
...auditing skills, expand your knowledge of financial services, and give you the opportunity to... ...industry? There is no better place to drive solutions for improving internal controls than... ..., CPA, CIA, CISA) and/or registration/licensing preferred. ~12 plus years of...Full time- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...connecting clients to solutions that meet the financial... ...Life Agency Inc., a licensed insurance agency and wholly...Work at officeFlexible hoursShift workWeekend workDay shift
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...conversations with our licensed FSAs Build... ...Qualifications: Delivers solutions and experiences that improve...Work at officeFlexible hoursShift workDay shift
- ...Accounts in coordination with the client’s Financial Consultant or Wealth... ...acting as Portfolio Advisory Services’ voice to the customer.... ...You BringFINRA Series 7 & 66 licenses required or ability to acquire... ...offerings, to deliver solutions aligned with client needsAble...Full time
$46.8k - $60.32k
...life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial... ...to appropriate products, services, or partners Executes... ...the Nationwide Mortgage Licensing System and Registry (NMLS...Full timeWork at officeLocal areaWork from homeFlexible hours- ...Engaging clients in the lobby to educate and assist with transactions Processing... ...with clients to understand financial priorities Connecting clients to solutions that meet their financial goals Requirements... ...years of experience in financial services Experience with cash handling...Weekend work
- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...identifying broader product and service solutions that meet their investment and... ...Lynch Life Agency Inc., a licensed insurance agency and wholly...Work at officeFlexible hoursShift workDay shift
- ..., expand your knowledge of financial services, and give you the opportunity... ...no better place to drive solutions for improving internal controls... ...CISA) and/or registration/licensing preferred.3-5 years of... ...relationships with audit teams and clients.Fidelity’s Onsite Working...Full time
- ...FI)’s Intermediary Investment Client Group (IICG) is seeking a... ...Account Manager (KAM) to join the Financial Institutions Group (FIG) to... ...clients, providing impeccable service· Maintain and manage internal... ...of Fidelity Investments solutions to leading financial service...Full timeHome office
- ...Description:You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless... ...most: providing investment solutions and growing relationships... ...ForFINRA Series 7 & 66 licensed and hold appropriate state registrations...Full timeLocal area
- ...Independent Licensed Life Insurance Agent– Remote The Opportunity Are... ...Consultative Sales: Conduct high-level financial protection assessments for diverse client portfolios. Carrier Selection:... ...who is ready to leave the "trainee" environment behind and start earning...TraineeshipContract workFor contractorsImmediate startRemote workHome office
$46.8k - $60.32k
...promise by utilizing financial expertise and consultative... ...with their banking solutions/needs. This role contributes... ...in products, services and routine transactions... ...(Nationwide Mortgage Licensing System and Registry)... ...transaction needs and educates clients on self-service...Full timeWork at officeLocal areaWork from homeFlexible hours$110k - $222k
...our Fidelity Digital Assets Services finance capabilities and will... ...pricing capabilities, including client PLs, segment-level pricing... ...product pricing. Development of financial data analytics and... ...asset arena and delivering those solutions to Fidelity clients and prospects...Full time$46.99k - $112.2k
...one community at a time. Position Summary The Senior Financial Analyst will play a critical role supporting... ...enterprise-level financial consolidations across Pharmacy Services, with a primary focus on Channel and Client Margin reporting. This role will partner closely...Hourly payFull timeTemporary workLocal area$105k - $175k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...bank's full array of integrated solutions, such as equities, fixed...Full timeWork at officeFlexible hoursDay shift$25 per hour
A reputable financial institution in Massachusetts is seeking Citizens Bankers who are passionate... ...about customer relationships and financial solutions. In this role, you'll leverage your communication skills to assist clients with their financial needs, while...Hourly pay- ...Officer Rockland Trust is a full-service commercial bank and financial services company committed to... ...wealth management, and investment solutions, Rockland Trust combines the resources... ...development efforts; including new client solicitation, active involvement in...Local area
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...priorities and connecting clients to solutions that meet the financial goals...Work at officeFlexible hoursShift workWeekend workDay shift
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