Fidelity Investments

  • Salt Lake City, UT, USA
May 22, 2022
Fidelity Investments Heber City, UT 84032, USA
Job Description: High Net Worth Representative The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We’re Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring...
May 22, 2022
Fidelity Investments Heber City, UT 84032, USA
Job Description: Central Relationship Manager The Purpose of Your Role This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients. The Expertise We’re Looking For 1-3 years of experience in financial services (outbound calling experience preferred) Related customer engagement experience desired Series 7 required Series 63 and 65 or Series 66 licensed or ability to acquire upon hire The Skills You Bring Confidence with making outbound telephone calls to clients with various asset levels Excellent communication and interpersonal skills with clients, peers, and business partners Your ability to succeed in a fast-paced environment An understanding of key economic...
May 22, 2022
Fidelity Investments Park City, UT, USA
Job Description: FIDELITY INVESTMENTS Customer Relationship Advocate Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn’t just about working together in our teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates , regardless of your major in school, because you do not need to have finance degree to advance in this role . We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA...
May 22, 2022
Fidelity Investments Bountiful, UT 84010, USA
Job Description: Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious? We really should talk… Fidelity wants extraordinary people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position. We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education . No finance background…No problem Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too. We will provide you what you need through a paid world class training program to set you up for success. If you can bring us your dedication for...
May 22, 2022
Fidelity Investments Heber City, UT 84032, USA
Job Description: Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious? We really should talk… Fidelity wants extraordinary people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position. We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education . No finance background…No problem Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too. We will provide you what you need through a paid world class training program to set you up for success. If you can bring us your dedication for...
May 22, 2022
Fidelity Investments Heber City, UT 84032, USA
Job Description: Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious? We really should talk… Fidelity wants extraordinary people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position. We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education . No finance background…No problem Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too. We will provide you what you need through a paid world class training program to set you up for success. If you can bring us your dedication for...
May 22, 2022
Fidelity Investments East Layton, Layton, UT 84040, USA
Job Description: Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious? We really should talk… Fidelity wants extraordinary people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position. We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education . No finance background…No problem Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too. We will provide you what you need through a paid world class training program to set you up for success. If you can bring us your dedication for...
May 22, 2022
Fidelity Investments Heber City, UT 84032, USA
Job Description: Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious? We really should talk… Fidelity wants extraordinary people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position. We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too. To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education . No finance background…No problem Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too. We will provide you what you need through a paid world class training program to set you up for success. If you can bring us your dedication for...
May 22, 2022
Fidelity Investments American Fork, UT 84003, USA
Job Description: High Net Worth Representative The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We’re Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring...
May 22, 2022
Fidelity Investments Heber City, UT 84032, USA
Job Description: High Net Worth Representative The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We’re Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring...
May 22, 2022
Fidelity Investments American Fork, UT 84003, USA
Job Description: Central Relationship Manager The Purpose of Your Role This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients. The Expertise We’re Looking For 1-3 years of experience in financial services (outbound calling experience preferred) Related customer engagement experience desired Series 7 required Series 63 and 65 or Series 66 licensed or ability to acquire upon hire The Skills You Bring Confidence with making outbound telephone calls to clients with various asset levels Excellent communication and interpersonal skills with clients, peers, and business partners Your ability to succeed in a fast-paced environment An understanding of key economic...
May 22, 2022
Fidelity Investments Layton, UT, USA
Job Description: High Net Worth Representative The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We’re Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring...
May 22, 2022
Fidelity Investments West Valley City, UT, USA
Job Description: FIDELITY INVESTMENTS Customer Relationship Advocate Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn’t just about working together in our teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates , regardless of your major in school, because you do not need to have finance degree to advance in this role . We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA...
May 22, 2022
Fidelity Investments Bountiful, UT 84010, USA
Job Description: High Net Worth Representative The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We’re Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring...
May 22, 2022
Fidelity Investments Park City, UT, USA
Job Description: High Net Worth Representative The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We’re Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring...
May 22, 2022
Fidelity Investments Salt Lake City, UT, USA
Job Description: Central Relationship Manager The Purpose of Your Role This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients. The Expertise We’re Looking For 1-3 years of experience in financial services (outbound calling experience preferred) Related customer engagement experience desired Series 7 required Series 63 and 65 or Series 66 licensed or ability to acquire upon hire The Skills You Bring Confidence with making outbound telephone calls to clients with various asset levels Excellent communication and interpersonal skills with clients, peers, and business partners Your ability to succeed in a fast-paced environment An understanding of key economic...
May 22, 2022
Fidelity Investments Sandy, UT, USA
Job Description: FIDELITY INVESTMENTS Customer Relationship Advocate Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn’t just about working together in our teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates , regardless of your major in school, because you do not need to have finance degree to advance in this role . We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA...
May 22, 2022
Fidelity Investments Sandy, UT, USA
Job Description: Central Relationship Manager The Purpose of Your Role This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients. The Expertise We’re Looking For 1-3 years of experience in financial services (outbound calling experience preferred) Related customer engagement experience desired Series 7 required Series 63 and 65 or Series 66 licensed or ability to acquire upon hire The Skills You Bring Confidence with making outbound telephone calls to clients with various asset levels Excellent communication and interpersonal skills with clients, peers, and business partners Your ability to succeed in a fast-paced environment An understanding of key...
May 22, 2022
Fidelity Investments Mt Timpanogos, Utah 84604, USA
Job Description: FIDELITY INVESTMENTS Customer Relationship Advocate Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn’t just about working together in our teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates , regardless of your major in school, because you do not need to have finance degree to advance in this role . We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA...
May 22, 2022
Fidelity Investments Heber City, UT 84032, USA
Job Description: FIDELITY INVESTMENTS Customer Relationship Advocate Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn’t just about working together in our teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates , regardless of your major in school, because you do not need to have finance degree to advance in this role . We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA...