...serve, and retain clients that are looking for more personalize and dedicated financial planning.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the...
Suggested
Work from home
Flexible hours
...The Expertise We re Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire...
Suggested
Work from home
Flexible hours
...you as you navigate our Industry leading training program, working at home and in an Investor Center.
Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series...
Suggested
Flexible hours
1 day per week
...disbursements and incoming deposits of funds and securities, maintaining current and accurate client information.
* If registered with FINRA, accept, enter and confirm all types of solicited and unsolicited trade orders from clients or as directed by a Financial Advisor or...
Suggested
...products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as...
Suggested
...QUALIFICATIONS
~4-year college degree preferred
~2-4 years of industry experience
~****The Client Service Manager role requires FINRA 7/63 or 66 licensing.
~ Customer Service training, knowledge, or experience
~ Solid oral and written communication skills
~...
Suggested
Holiday work
Temporary work
Flexible hours
$50k - $60k
...training.
2. Excellent interpersonal and communication skills.
3. Attention to detail.
4. Excellent organizational skills.
5. FINRA Series 65 recommended, but not required.
What You Will Be Doing
-Coordinate with client service operations to ensure that...
Suggested
Full time
...investors within the financial industry
~ Current Investment Advisor Representative designation OR Series 65 OR a combination of FINRA Series 7 and Series 66 OR qualifying financial professional designations or equivalents
~ Extensive experience with bringing in new...
Suggested
Full time
New year
Local area
Remote job
Home office
$70k - $90k
...performance.
And Much More!
So, if you are a Client Service Associate with experience, please apply today!
Benefits Applicants must be authorized to work in the U.S.
Preferred Skills
FINRA series 65
Client Service Associate
Investment Management...
Suggested
Full time
Flexible hours
...investors within the financial industry.
- Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR equivalent qualifications.
- Proven track record of generating new investor business, with a focus on...
Suggested
Full time
Local area
Remote job
Work from home
...Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, (***) ***-****. Member:FINRA,SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products.
Nothing contained...
Suggested
Contract work
Immediate start