RochesterRecruiter
the smart solution for Rochester jobs

Financial Consultant Program - Financial Representative

Company: Fidelity Investments
Location: Rochester
Posted on: November 9, 2018

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 Were 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 Fidelitys 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. For information about working at Fidelity, visit FidelityCareers.com

        Fidelity Investments is an equal opportunity employer.

        Keywords: Fidelity Investments, Rochester , Financial Consultant Program - Financial Representative, Professions , Rochester, New York

        Click here to apply!

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

        I'm looking for
        in category
        within


Other Professions Jobs


CDL-A OTR Dedicated Flatbed Truck Driver with Hazmat
Description: UPS Freight Truckload is hiring motivated professional truck drivers to work as full-time Dedicated OTR Flatbed Drivers. This position involves
Company: UPS Freight Truckload
Location: Buffalo
Posted on: 11/19/2018

CDL-A OTR Dedicated Flatbed Truck Driver with Hazmat
Description: UPS Freight Truckload is hiring motivated professional truck drivers to work as full-time Dedicated OTR Flatbed Drivers. This position involves
Company: UPS Freight Truckload
Location: Rochester
Posted on: 11/19/2018

CDL-A Regional Dry Van Truck Driver - HIGH PAYING! - Buffalo
Description: Dedicated Dry Van Company Truck Driver Opportunities Western Express has HIGH PAYING REGIONAL truck driving opportunities now available for van truck drivers. You will stay close to home and have a consistent (more...)
Company: Western Express
Location: Buffalo
Posted on: 11/19/2018


CDL-A Owner Operator Truck Driver
Description: New drivers are now eligible for 2,500 in sign-on incentives TransAm Trucking, a leading refrigerated carrier, has owner operator truck driver opportunities available now for CDL-A drivers Apply today (more...)
Company: Trans Am
Location: Buffalo
Posted on: 11/19/2018

CDL-A Owner Operator Drivers
Description: Now is a great time to for Owner-Operator truck drivers to partner with Marten Marten Transport has always had great freight and earning power for contractors --- and now it's better than ever Earn (more...)
Company: Marten Transport LTD
Location: Buffalo
Posted on: 11/19/2018

CDL-A Owner Operator Drivers
Description: Now is a great time to for Owner-Operator truck drivers to partner with Marten Marten Transport has always had great freight and earning power for contractors --- and now it's better than ever Earn (more...)
Company: Marten Transport LTD
Location: Syracuse
Posted on: 11/19/2018

CDL A Auto Haul Drivers - Earn The Industry's Highest Wages!
Description: Benefits: Regional 38 local opportunities 1 to 1.20 per loaded mile Full Union Pension 38 Union Benefits includes medical/health, vision, dental, and life insurance Drive for the largest (more...)
Company: Jack Cooper
Location: Buffalo
Posted on: 11/19/2018

CDL-A Company Truck Driver
Description: New drivers are now eligible for 2,500 in sign-on incentives TransAm Trucking is now hiring company CDL-A truck drivers for long-haul career opportunities Apply today and enjoy life on the road with (more...)
Company: Trans Am
Location: Rochester
Posted on: 11/19/2018

Start Fresh with CDL-A Student Truck Driver Jobs
Description: Call 877 695-0404 or apply online below Founded in 1937 as a family-owned and operated transportation provider, Paschall Truck Lines has since grown from its Kentucky roots, expanding terminal locations (more...)
Company: Paschall Truck Lines
Location: Rochester
Posted on: 11/19/2018

Entry Level CDL-A Truck Driver - Earn Top Pay FAST! - Syracuse
Description: Trainee Truck Driver Opportunities At Western Express, you'll start out making more and ultimately receive company driver pay in only 90 days If you are a recent CDL-A Grad, you can choose from flatbed, (more...)
Company: Western Express
Location: Syracuse
Posted on: 11/19/2018

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

Rochester RSS job feeds