1. Fidelity Investments Recruiting Financial Representative - Tigard, OR Bridgeport Village
Job Description:
Financial Representative
In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals.
From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring 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.
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
Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients
Superb interpersonal, customer interaction and communication skills
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 beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success.
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
Your organizational skills to manage multiple tasks simultaneously
Adept at assessing client needs through both verbal and non-verbal communication
Ability to run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center
Inventory management experience to ensure all client collateral and office supplies are in stock
Aspiration to partner with Fidelity’s clients to build long-lasting relationship and financial plans.
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
2. Fifth Third Bank financial recruitment
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Achieving sales goals while serving the clients' best interests.
Plan and conduct individual and group coaching sessions with retail bank employees.
Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
Handle daily client needs and problems and prioritize and delegate tasks to resolve.
Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
Ability to delegate tasks and follow-through.
Prepare necessary internal reports for sales tracking.
Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
Conduct internal and external seminars to focus on business development and growth.
Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
Serves as a coach and mentor for licensed bank employees.
Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
Guide and promote progress toward established goals for team.
Recognize and reward achievement of goals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Prior Brokerage Industry Experience.
Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
Ability to motivate others in a team environment.
Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
Demonstrated ability to simplify and communicate complex financial concepts.
Proven experience in building strong internal and external client relationships.
Highly developed knowledge of the securities business, investment products and financial solutions.
Highly developed sales and presentation skills.
Travel required within assigned territory.
#LI-SM1
Investment Executive
LOCATION - Findlay, Ohio 45840
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
3. FLORIDA FINANCIAL ADVISORS Recruiting FINANCIAL ADVISOR
Full Job Description
What a financial advisor does:
Identifies and sets appointments with potential clients
Works closely with a mentor to meet with clients to assess their financial needs
Designs, develops, and implements a marketing plan
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support
Some of the features of this position include:
One-on-One training from seasoned leaders in the financial planning industry locally.
A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
Uncapped earning potential - top advisors can make $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their results
Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.
Additional Requirements of the role:
Associate or Bachelor’s degree (preferably in business or an industry related field)
Ability to obtain licenses * U.S. Citizen or Permanent Resident
Job Description:
Financial Representative
In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals.
From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring 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.
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
Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients
Superb interpersonal, customer interaction and communication skills
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 beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success.
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
Your organizational skills to manage multiple tasks simultaneously
Adept at assessing client needs through both verbal and non-verbal communication
Ability to run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center
Inventory management experience to ensure all client collateral and office supplies are in stock
Aspiration to partner with Fidelity’s clients to build long-lasting relationship and financial plans.
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
2. Fifth Third Bank financial recruitment
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Achieving sales goals while serving the clients' best interests.
Plan and conduct individual and group coaching sessions with retail bank employees.
Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
Handle daily client needs and problems and prioritize and delegate tasks to resolve.
Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
Ability to delegate tasks and follow-through.
Prepare necessary internal reports for sales tracking.
Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
Conduct internal and external seminars to focus on business development and growth.
Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
Serves as a coach and mentor for licensed bank employees.
Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
Guide and promote progress toward established goals for team.
Recognize and reward achievement of goals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Prior Brokerage Industry Experience.
Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
Ability to motivate others in a team environment.
Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
Demonstrated ability to simplify and communicate complex financial concepts.
Proven experience in building strong internal and external client relationships.
Highly developed knowledge of the securities business, investment products and financial solutions.
Highly developed sales and presentation skills.
Travel required within assigned territory.
#LI-SM1
Investment Executive
LOCATION - Findlay, Ohio 45840
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
3. FLORIDA FINANCIAL ADVISORS Recruiting FINANCIAL ADVISOR
Full Job Description
What a financial advisor does:
Identifies and sets appointments with potential clients
Works closely with a mentor to meet with clients to assess their financial needs
Designs, develops, and implements a marketing plan
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support
Some of the features of this position include:
One-on-One training from seasoned leaders in the financial planning industry locally.
A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
Uncapped earning potential - top advisors can make $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their results
Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.
Additional Requirements of the role:
Associate or Bachelor’s degree (preferably in business or an industry related field)
Ability to obtain licenses * U.S. Citizen or Permanent Resident
