Client-Focused Financial Representative | Series 7/66 Prep
Fidelity Investments
Fidelity Investments is seeking a Financial Representative to serve as the friendly face in the branch, delivering quality client service and facilitating conversations that deepen relationships. You will collaborate with teammates to provide compliant, accurate financial guidance, while pursuing licenses (Series 7 and 66) and building trust with clients through integrity and clear communication. We provide training, a supportive environment, and opportunities to grow within a nationwide firm #J-18808-Ljbffr Fidelity Investments
- Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch... ...area. You will deliver exceptional client service, help families plan for their... ...is provided to earn FINRA licenses (Series 7/66) and ongoing professional growth opportunities...Suggested
- ...deepen, grow and retain client relationships, both... ...prospective clients with a focus on analyzing objectives... ...to determine which financial strategies and solutions... ...clients and prospects.7. Adhere to professional... ...related experience.2. FINRA Series 7, 66 (63 and 65 in lieu of...SuggestedFull timePart timeWork at office
- ## Financial Representative - Memphis, TNApplylocations: Germantown, TNtime type: Full timeposted on... ...honesty, we know you will inspire client dedication and engagement to develop... ...licensing material and work to obtain the Series 7 and 66 licenses* Degree and/or other...SuggestedFull time
- ...position. The Role We believe that as a Financial Representative, you make a key impact on the branch... ...honesty, we know you will inspire client dedication and engagement to develop... ...to prepare for the required Series 7 and Series 66 licenses A degree, equivalent experience...SuggestedFull time
- ...insurance Launch your financial services career with... ...team of financial representatives who embody passion, character... ...: Meet with client members to assess their... ..., the organization focuses on high-quality, diversified... ...Essentials®/SIE), Series 6 and/or 7 license, and Series...SuggestedWork from homeFlexible hours
- ...Financial Advisor - Memphis, TN (or within a 2-hour radius)... ...Memphis-based RIA with over $2.7 billion in assets under... ...-based relationships with clients and prospects Focus exclusively on client service... ...of business Active Series 65 or 66 license Strong interpersonal...Work at office
- ...Development Program - Financial Advisor: Memphis/Little... ...and Wealth Management Client Associates help... ...Wealth Management team represents an array of different... ...driven, resilient, results focused and effective. The... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 6...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ## ## Job Description:**Financial Consultant**If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create... ...needs and recommending solutions* FINRA Series 7 & 66 licensed and hold appropriate state...Work at office
- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your... ...Management Customer and Client Focus Portfolio Management Prospecting...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Huntington Bancshares Inc. is seeking a Financial Relationship Banker in Memphis Southwind to help customers achieve their financial goals. You will focus on retaining and growing consumer and business relationships by offering deposit and loan products and leveraging...
- Truist Financial Corporation is seeking a customer-focused professional to provide outstanding service in person and by phone, developing and expanding client relationships while cross-selling financial products. The role includes occasional teller duties, requires a high...Weekend workDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...Responsible Growth and delivering for our clients, teammates, communities and... ...Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses,...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Description Summary of responsibilities: As a financial advisor with Independent Bank, your... ...and skills; targeting prospective clients; identifying client needs by... ...a plus (e.g., MBA, CFP®, CPA) FINRA Series 7, 63, and 65 or 66 Five-plus years of experience building...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is... ...business where you can help your clients achieve their goals through... ..., you start as a financial representative focused on client‑building and... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a... ...business where you can help your clients achieve their goals through... ..., you start as a financial representative focused on client-building and... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern...Full timeContract workFor contractorsWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are... ...and network to build your business and client base Develop and execute on a business... ...and certifications such as the Series 6 & 63 or CFP®. Get inspired at local...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Germantown, Tennessee, seeks an investment advisor to foster and grow client relationships through personalized investment advice and... ...a high standard of professionalism and extensive knowledge of financial products. The ideal candidate will possess a Bachelor's degree...
- ...passion and customer focus to the business. The... ...analyzes and interprets clients' investment objectives... ...to offer sound financial advice. Essential Duties... ...requirements listed below are representative of the knowledge,... ..., Registrations ~ Series 7 and 63 license...
- H&R Block is seeking a Seasonal Tax Associate to join our local office in Olive Branch, MS. You’ll gather client information, prepare tax returns, and answer questions with training and supported guidance. This in-person role emphasizes client relationships and service...Seasonal workWork at officeLocal areaFlexible hoursWeekend workAfternoon shift
- ...operation of a fast-paced—and friendly—financial planning office. Work as an employee of... ...work activities. This role provides client relationship support through managing,... ...registrations for securities, including Series 7, Series 66, and State life, accident and health insurance...Work at office
- JPMorganChase in Tennessee seeks a Relationship Banker to represent Chase with hospitality and provide thoughtful financial solutions. The role focuses on acquiring, managing, and retaining client relationships using up-to-date banking technology and a client-first approach...Afternoon shift
- ...customer-oriented teammate for regular full-time hours in the Germantown area. You will service clients in person and by phone, support sales with deposits, loans, and other financial products, and work with internal partners to expand relationships. The role includes...Full time
- A prominent financial services firm in Germantown is seeking a dedicated Financial Consultant to develop personalized financial plans for clients. In this role, you'll conduct comprehensive financial analyses and guide clients through their financial decisions. The ideal...
- ...Monday - Friday 10:00 am to 7:00 pm CT (11:00 am to 8... ...notes to collect client requirements. Provide... ...grandfathering cannot be applied. Series 7 License required, or... ...days. Series 63 (or 66) License required, or... ...: AG - Agent - Financial Industry Regulatory Authority...Work experience placementWork at officeMonday to Friday
- First Horizon Bank is seeking a customer-focused teller to provide accurate daily financial transaction processing in a retail banking setting. You will be the... ..., loans, and referrals, and help maintain excellent client relationships. The role emphasizes cash handling,...
- Bank of America is hiring for a Financial Solutions Advisor Stage I. This entry‑level role involves obtaining securities licenses (SIE, Series 7, 66) and learning to advise clients across core banking and investment solutions. Training is provided, with progression to...
- Bank of America is hiring a Financial Solutions Advisor Stage I in Cordova, TN. You will begin by obtaining securities licenses and learn to build and manage client relationships while delivering core banking and investment solutions. You will train through the Academy...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided... ...network to build your business and client base Develop and execute on a business... ...registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at...Full timeInternshipLocal areaFlexible hours- ...directly with the lending team to analyze financials, assess credit risk, underwrite credit... ...Key points! ~ Commercial Credit Focus - Analyze new and existing commercial relationships... ...1990. We are extremely competitive, client-focused and realize that our value is in...
- ...opportunities to other bank representatives and/or lines of business when... ...Stay up-to-date and focused on all regulations, policies... ...to help customers with their financial needs by identifying cues and... ...business partners and external clients. Employees may be exposed to...Contract work
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