- 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 obtain the Series 7 and 66 licenses
- Degree and/or other professional certifications are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Superb interpersonal skills and passion to engage with clients
- An aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious are your "go to" attributes
- A key member of the team, you are offering support to Fidelity s most 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
-
Financial Representative
1 week ago
The Western and Southern Life Insurance Company Sacramento, United StatesExplore Your Future at Western & Southern Life · Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be ...
-
Financial Representative
1 week ago
Empire Growth Partners / Northwestern Mutual Sacramento, United StatesJob Description · Job DescriptionFinancial RepresentativeAs business owners, Financial Representatives at Northwestern Mutual - Sacramento help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientel ...
-
Financial Representative
1 week ago
Empire Growth Partners / Northwestern Mutual Sacramento, United StatesFinancial Representative · As business owners, Financial Representatives at Northwestern Mutual - Sacramento help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial sol ...
-
Shoua Lee - State Farm Agent Folsom, United StatesJob Description · Job DescriptionPosition OverviewState Farm Insurance Agent located in Folsom, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Shoua Lee - State Farm Agent, you will build and develop customer relationsh ...
-
Memory Care Caregiver- Am Shift
4 days ago
MBK Senior Living Orangevale, United StatesAt MBK Senior Living, we're committed to putting people first - our residents _and _team members. Exceeding expectations and enriching lives drives our day-to-day. And it's all powered by Yoi Shigoto, a Japanese concept that translates to "good, quality work." It's more than a ma ...
-
Community Director
2 weeks ago
FPI Management, Inc. El Dorado Hills, United States**Company Description** Multifamily Property Management** · The Community Director (Non-Exempt) is fully accountable for all day-to-day operations of a typically small asset/property (totaling less than 300 units and managing a staff of up to 5 Full-Time Employees (FTEs)). Respon ...
-
Community Director
2 weeks ago
FPI Management, Inc. Citrus Heights, United States**Company Description** Multifamily Property Management** · The Community Director (Non-Exempt) is fully accountable for all day-to-day operations of a typically small asset/property (totaling less than 300 units and managing a staff of up to 5 Full-Time Employees (FTEs)). Respon ...
-
Bank of America Sacramento, United StatesFinancial Center Client Service Representative · Sacramento, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and ho ...
-
Financial Center Client Service Representative
6 hours ago
Bank of America Sacramento, United States Full timeJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Accounting Analyst
1 week ago
AgWest Farm Credit Rocklin, United StatesAgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United Sta ...
-
Internal Auditor
2 weeks ago
AgWest Farm Credit Rocklin, United StatesAgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United Sta ...
-
Manager Ii, Contact Experience Center Sales
2 weeks ago
First Technology Federal Credit Union Rocklin, United StatesThe Manager II, Contact Experience Center (CXC) Sales & Service oversees the day-to-day activities of a fast paced and multifaceted inbound call center. This role is responsible for leading and developing a team of Sales and Service Representatives focused on building and enhanci ...
-
Manager, Credit Resolution
2 weeks ago
AgWest Farm Credit Rocklin, United StatesAgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United Sta ...
-
Team Leader
2 weeks ago
Tractor Supply Company Rocklin, United States**Overall Job Summary**: · - Do you love the life out here and want to share it with others? At Tractor Supply we strive to make the life out here a little bit better each day for both our neighbors and our teams._ · **Essential Duties and Responsibilities (Min 5%)**: · It is ess ...
-
Commercial Sales Manager
1 week ago
ADT Rancho Cordova, United States**_Company Overview:_** · **_ Position Summary: _** · The ADT Business Territory Manager is the leader of the Business Account Representative Sales team. The leader in this role is responsible for developing a Business sales team consisting of highly successful, productive sales ...
-
Products Representative
2 weeks ago
Jd Snead - State Farm Agent Rancho Cordova, United States**Position Overview**: · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Products Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-base ...
-
Social Worker Msw
2 weeks ago
Mercy San Juan Medical Center Carmichael, United States**Overview** · Dignity Health Mercy San Juan Medical Center is a 370-bed not-for-profit Level 2 Trauma Center located in Carmichael California serving the areas of north Sacramento County and south Placer County for more than 50 years. It is one of the area's largest and most com ...
-
Roadway Design Manager
2 weeks ago
Consor Engineers Rancho Cordova, United StatesThe Opportunity: · What gets you out of bed each morning? Is it knowing you're pursuing your passion for designing and building roads and bridges? Is it that you're helping better the communities in which you live and work? Or is it that you get the opportunity to work on and lea ...
-
Program Director
1 week ago
Aim Higher Inc Rancho Cordova, United StatesAim Higher Adult Disability Services is seeking a Program Director to provide support and advocacy for adult persons with developmental disabilities. · Under the direction and general supervision of the Program Administrator and Executive Management Team the Program Director will ...
-
Social Worker Msw
1 week ago
Mercy San Juan Medical Center Carmichael, United States**Overview** · Dignity Health Mercy San Juan Medical Center is a 370-bed not-for-profit Level 2 Trauma Center located in Carmichael California serving the areas of north Sacramento County and south Placer County for more than 50 years. It is one of the area's largest and most com ...
Financial Representative - Folsom, United States - Fidelity TalentSource LLC
Description
Job Description:
We believe that as a Financial Representative, you 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 ForIt is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You BringFidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. \u00A0\u00A0
We offer a wide range of
benefits to meet your evolving needs and help you live your best life at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. \u00A0Note, the application window closes when the position is filled or unposted.Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at
.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
accommodations@ , or by calling , prompt 2, option 3.