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Results based on filters ( 14 jobs found )
Investment Consultant - Cincinnati, OH
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Fidelity Investments
Cincinnati, OH
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Investment Consultant You joined the financial services industry to make a
...
Details
Summary
About the job:
difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Certified Financial Planner
FINRA Series 7
FINRA Series 65
FINRA / NASD Series 63
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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None Specified
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Fidelity Investments
Springfield, OH
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Job Description: Customer Relationship Advocate Career Development
...
Details
Summary
About the job:
Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you…..This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about...
Location:
Springfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Financial Industry Regulatory Authority
Securities Industry Essentials
FINRA Series 7
FINRA / NASD Series 63
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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Customer Experience Rep - Now Hiring
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Fidelity Investments
Springfield, OH
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Job Description: Customer Relationship Advocate Career Development
...
Details
Summary
About the job:
Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you…..This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about...
Location:
Springfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Financial Industry Regulatory Authority
Securities Industry Essentials
FINRA Series 7
FINRA / NASD Series 63
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
See less
None Specified
Quick view
Fidelity Investments
Springfield, OH
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Job Description: Customer Relationship Advocate Career Development
...
Details
Summary
About the job:
Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you…..This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about...
Location:
Springfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 63
Securities Industry Essentials
FINRA Series 7
Financial Industry Regulatory Authority
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
See less
None Specified
Quick view
Fidelity Investments
Springfield, OH
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Job Description: Customer Relationship Advocate Career Development
...
Details
Summary
About the job:
Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you…..This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about...
Location:
Springfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA / NASD Series 63
Securities Industry Essentials
FINRA Series 7
Financial Industry Regulatory Authority
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
See less
None Specified
Quick view
Fidelity Investments
Springfield, OH
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Job Description: Is it time to make new investments into your career? Join a
...
Details
Summary
About the job:
team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers’ minds. We know...
Location:
Springfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 66
Securities Industry Essentials
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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Financial Representative - Cleveland West, OH
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Fidelity Investments
Westlake, OH
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Financial Representative We believe that as a Financial Representative, you
...
Details
Summary
About the job:
make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We’re Looking For - Customer service, phone, or financial services experience will prepare you for this role - Banking, insurance, or financial experience is an excellent addition to your experience - We will support you while you learn the FINRA licensing material and work to...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Certified Financial Planner
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
See less
Planning Consultant - Cleveland East, OH
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Fidelity Investments
Orange, OH
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Planning Consultant Through your integrity and adherence to Fidelity’s
...
Details
Summary
About the job:
client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. The Expertise We’re Looking For - FINRA Series 7 & 63 required prior to hire - Series 65 and/or 66 and...
Location:
Orange, OH
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 65
State insurance license
FINRA / NASD Series 63
Financial Industry Regulatory Authority
Certified Financial Planner
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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Investments Operations Consultant
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Fidelity Investments
Dublin, OH
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Job Description: Financial Consultant If you no longer want to spend your
...
Details
Summary
About the job:
time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with...
Location:
Dublin, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 65
FINRA Series 66
FINRA / NASD Series 63
Certified Financial Planner
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
See less
Investments Operations Consultant
Quick view
Fidelity Investments
Lakewood, OH
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Job Description: Phone Financial Consultant “Fidelity believes in, and is
...
Details
Summary
About the job:
committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an...
Location:
Lakewood, OH
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 66
State insurance license
Financial Industry Regulatory Authority
Certified Financial Planner
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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