See all roles

Financial Representative - Albany, NY

Work from home Full-time role Hiring

reputed company is seeking a Financial Representative to enhance client engagement and reputed company lasting relationships. In this role, you will be responsible for compliance and reputed company lobby transactions, while also identifying opportunities to deepen client relationships.

Responsibilities

  • 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 reputed company of the reputed company
  • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
  • As a technology champion for the reputed company, you will be an early adopter of technology and share what you have learned with the team

Skills

  • Customer service, phone, or financial services experience will prepare you for this role
  • We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
  • 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
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • 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

Benefits

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career

Company Overview

  • reputed company is a reputed company bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.
  • Apply To This Job

    You might like

    Electrical Engineer I/II

    Work from home Full-time role

    [Remote] Implementation Consultant II - Credentialing & Compliance

    Work from home Full-time role

    Account Coordinator

    Work from home Full-time role

    [Remote] Patient Account Specialist- Customer Support-Remote (Must reputed company in the United States)

    Work from home Full-time role

    reputed company Resources Coordinator (1-Year Contract)

    Work from home Full-time role

    Compliance Coordinator

    Work from home Full-time role

    Business Service Advisor

    Work from home Full-time role

    [Remote] Investigation Analyst I

    Work from home Full-time role

    First Nations/Inuit/Métis Candidates: reputed company WFM Analyst - R8dius

    Work from home Full-time role

    [Remote] reputed company and Support Specialist - Transport.net

    Work from home Full-time role

    Client Services & Solutions - Specialist II

    Work from home Full-time role

    reputed company Data Entry Specialist – Remote Opportunity with arenaflex

    Work from home Full-time role

    reputed company Psychic Tarot Chat Operators and Spiritual Advisors – Remote Positions Available for Compassionate and Gifted Individuals

    Work from home Full-time role

    Virtual Design and Construction (VDC) Sr. Engineer

    Work from home Full-time role

    Design Marketing & Engagement Coordinator

    Work from home Full-time role

    reputed company Medical Record/Data Entry Clerk/Project Support Associate – Hybrid Role at arenaflex

    Work from home Full-time role

    reputed company Data Entry Specialist – Remote Opportunity at careerzynith

    Work from home Full-time role

    [Remote] Senior Director of reputed company Operations

    Work from home Full-time role

    Competition Analyst

    Work from home Full-time role

    React Native Developer (contract) @ reputed company NOVA

    Work from home Full-time role