DetroitRecruiter Since 2001
the smart solution for Detroit jobs

Financial Consultant Program - Financial Representative - Troy, MI (Po

Company: Fidelity Investments
Location: Pontiac
Posted on: June 15, 2019

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship.

The Expertise We re Looking For

  • A college degree is encouraged yet not required
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role

    It is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities.

    The Skills You Bring
    • Superb interpersonal skills and passion to engage with customers
    • An aptitude for sales to dedicatedly identify leads
    • Remarkable attention to detail and ability to prioritize
    • Computer literacy and experience working with multiple applications at once The Value You Deliver
      • A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily
      • By identifying leads and making effective introductions, you are directly impacting the success of the branch
      • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
      • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization

        Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.

        Company Overview

        At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

        Fidelity Investments is an equal opportunity employer.

        Associated topics: agent, call center, customer, healthcare, insurance sales, insurance sales agent, outside sales, sales, sales agent, sales associate

Keywords: Fidelity Investments, Detroit , Financial Consultant Program - Financial Representative - Troy, MI (Po, Accounting, Auditing , Pontiac, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Independent Financial Advisor- Securities America
Description: Over the past three decades, Securities America has built a culture centered on personal, friendly service.
Company: Securities America
Location: Sterling Heights
Posted on: 06/20/2019

School Accountant
Description: Barack Obama Leadership Academy Hiring All Positions
Company: Timbuktu Academy Science Tech
Location: Detroit
Posted on: 06/21/2019

Private Company Services Tax-Seasonal Senior Associate-Philadelphia
Description: A career in our Flexibility Talent Network practice will focus on directly supporting our client engagement teams by attracting qualified candidates for short term or defined period opportunities. This (more...)
Company: PwC
Location: Cleveland
Posted on: 06/21/2019


East 4th Street Valet - CASH TIPS!! Nights & Weekends(1457)
Description: Driven To Serve and Ready to Succeed Working with Towne Park offers a variety of employment opportunities for your unique career plan Whether you re a part-timer, careerist or adventurer, Towne Park (more...)
Company: Towne Park
Location: Cleveland
Posted on: 06/21/2019

Facilities Senior Program Manager
Description: The Facilities Planning Business Services coordinates an annual G A budget of over 8M, is responsible for a Food Services buy of over 12M and the implementation of Engineering, Powertrain and Product (more...)
Company: Fiat Chrysler Automobiles
Location: Auburn Hills
Posted on: 06/21/2019

Financial Consultant Program - Financial Representative - Troy, MI (Li
Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication (more...)
Company: Fidelity Investments
Location: Livonia
Posted on: 06/20/2019

Financial Services
Description: The Agent Opportunity br br We look for people who: br br Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially (more...)
Company: State Farm
Location: Lincoln Park
Posted on: 06/21/2019

Financial Consultant Program - Financial Representative - Troy, MI (Ma
Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication (more...)
Company: Fidelity Investments
Location: Madison Heights
Posted on: 06/20/2019

Financial Consultant Program - Financial Representative - Troy, MI (Gr
Description: Financial Consultant Program - Financial Representative - Troy, MI Gr We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. (more...)
Company: Fidelity Investments
Location: Grosse Pointe
Posted on: 06/21/2019

Senior Financial Analyst
Description: POSITION DESCRIPTION: This position will be located at IHA's Central office in Ann Arbor, and will require travel to St. Joe's Oakland in Pontiac at least 1 day per week.-- Develops, interprets and implements (more...)
Company: IHA
Location: Ann Arbor
Posted on: 06/21/2019

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Detroit RSS job feeds