Discount Brokerage Sales Representative jobs in Pennsylvania
Discount Brokerage Sales Representative is responsible for the timely buying and selling of securities for clients at discounted commissions. Ensures accuracy of transactions and keeps abreast of market conditions. Being a Discount Brokerage Sales Representative typically does not make investment recommendations unless client holds advised account or other fee-based product. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Discount Brokerage Sales Representative requires NASD series 7 license. Typically reports to a manager or head of a unit/department. The Discount Brokerage Sales Representative occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Discount Brokerage Sales Representative typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Discount Brokerage Sales Representative jobs
Financial Representative - Milwaukee, WI
- Fidelity Brokerage Services LLC
-
West, PA
FULL_TIME
- 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 65 - FINRA Category: Customer Service 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 are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 11 Days Ago
Financial Representative- Philadelphia, PA
- Fidelity Brokerage Services LLC
-
, PA
FULL_TIME
- Job Description: Financial Representative 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...
- 2 Months Ago
Financial Services Representative - Exton, PA
- Fidelity Brokerage Services LLC
-
, PA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
- 1 Month Ago
Financial Services Representative - Huntersville, NC
- Fidelity Brokerage Services LLC
-
Birkdale Commons Pkwy, PA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
- 2 Months Ago
Financial Services Representative - Scottsdale, AZ
- Fidelity Brokerage Services LLC
-
Scottsdale, PA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
- 2 Months Ago
Financial Services Representative - Bucks County, PA
- Fidelity Brokerage Services LLC
-
, PA
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
- 1 Month Ago
Discount Brokerage Sales Representative jobs at Popular Companies
Calling ALL Sales Winners
- Blazar Group LLC
-
Fulshear, TX
- Do you have what it takes to excel in a sales environment? We are hiring locally. Local business in Fulshear (Houston ar...
- 4/17/2024 12:00:00 AM
Selling Associate-Queen Ka'Ahumanu
- Victoria's Secret
-
Kahului, HI
- Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
- 4/17/2024 12:00:00 AM
Selling Associate-The Promenade at Temecula>
- Victoria's Secret
-
Temecula, CA
- Victoria's Secret - JobID: 19927594 [Sales Associate / Team Member] As a Selling Associate at Victoria's Secret, you'll:...
- 4/16/2024 12:00:00 AM
Vendor Specialist
- Sentoria Staffing Solutions
-
Houston, TX
- Job Description Job Description Sentoria's Oil & Gas client located in downtown Houston, TX is in need of a contractor t...
- 4/15/2024 12:00:00 AM
Selling Associate-Aventura VS
- Victoria's Secret
-
North Miami Beach, FL
- Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
- 4/14/2024 12:00:00 AM
IT Vendor Specialist
- Pyramid Consulting, Inc
-
Fort Worth, TX
- Immediate need for a talented IT Vendor Specialist. This is a 10+ Months Contract opportunity with long-term potential a...
- 4/13/2024 12:00:00 AM
Selling Associate-Macomb Mall
- Victoria's Secret
-
Roseville, MI
- Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
- 4/13/2024 12:00:00 AM
EP Associate Sales Rep
- Abbott Laboratories
-
Tulsa, OK
- Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
- 2/29/2024 12:00:00 AM
About Pennsylvania
Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east.
Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Sales Representative jobs
$52,248 to $97,218
Most Popular Cities in Pennsylvania for Discount Brokerage Sales Representative Jobs
What does a Discount Brokerage Sales Representative do?
Discount Brokerage Sales Representative in Fort Worth, TX
A successful candidate for discount brokerage sales representative or officer will routinely report to the sales manager or head of the department.
February 18, 2020
Discount Brokerage Sales Representative in Newport News, VA
Discount brokerage sales representatives are expected to build their own clientele.
December 11, 2019
Discount Brokerage Sales Representative in Idaho Falls, ID
A discount brokerage sales representative can also be referred to as a discount brokerage sales officer.
December 31, 2019