SB Financial Services Manager jobs in Jamestown, NY
SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added SB Financial Services Manager jobs
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 development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day. The expertise we’re looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service 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
- 2 Months Ago
Mortgage Loan Officer
- Obsidian Financial Services
-
Corry, PA
FULL_TIME
- Are you over the fact that you cannot close a loan in 10 days!? Are you working for a broker that just does not come through, or a lender who would not give you the ability to broker?At Obsidian Finan...
- 16 Days Ago
Regional Banker/Teller
- PNC Financial Services Group
-
Warren, PA
FULL_TIME
- Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
- Just Posted
Health Services Manager
- New Directions Youth & Family Services, Inc.
-
Randolph, NY
FULL_TIME
- New Directions is an equal opportunity employer committed to championing the principles of anti-racism, justice, and equity. We welcome prospective employees from diverse cultures and backgrounds, for...
- 7 Days Ago
Financial Planning & Analysis Manager
- Red Oak Group, LLC
-
Salamanca, NY
FULL_TIME
- We are seeking a highly motivated financial professional to lead the development and direction of our financial planning and analysis team amidst rapid business growth. Reporting to the CFO, as the FP...
- 13 Days Ago
Financial Planning & Analysis Manager
- Red Oak Group, LLC
-
Jamestown, NY
FULL_TIME
- We are in search of a highly motivated finance professional to take charge of our financial planning and analysis team in the midst of our rapid business expansion. In the role of Financial Controller...
- 1 Month Ago
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0 SB Financial Services Manager jobs found in Jamestown, NY area
Caregiver PCA Weekly Pay
- LHC Group
-
Jamestown, NY
- Job Description We are hiring Certified PCA and HHA Caregivers to work 1:1 patient care in their homes in the Dunkirk, N...
- 4/23/2024 12:00:00 AM
Office Assistant I - Radiology
- University of Pittsburgh Medical Center
-
Jamestown, NY
- Are you detail-oriented, organized, and passionate about providing exceptional patient care? We are currently seeking a ...
- 4/23/2024 12:00:00 AM
Computer Engineer- Direct Hire (9 Month Register)
- Internal Revenue Service
-
Jamestown, NY
- DutiesWHAT IS THE IT (INFORMATION TECHNOLOGY)DIVISION?A description of the business units can be found at:Vacancies will...
- 4/22/2024 12:00:00 AM
Overnight Grocery Manager
- Wegmans Food Markets
-
Jamestown, NY
- Schedule: Full time Availability: Evening, Overnight (Including Weekends). Age Requirement: Must be 18 years or older Lo...
- 4/22/2024 12:00:00 AM
Caregiver PCA Weekly Pay
- LHC New
-
Jamestown, NY
- Summary We are hiring Certified PCA and HHA Caregivers to work 1:1 patient care in client homes in the Jamestown, NY are...
- 4/20/2024 12:00:00 AM
Clinic Medical Director MD/DO
- Valor Healthcare
-
Jamestown, NY
- About Us Valor Healthcare operates over 50 VA Community Based Outpatient Clinics (CBOCs) in the United States as a contr...
- 4/20/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Register
- Department Of The Treasury
-
Jamestown, NY
- Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
- 4/19/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Fredonia, NY
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 1/29/2024 12:00:00 AM
About Jamestown, New York
Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists.
Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$159,788 to $217,666
Jamestown, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an SB Financial Services Manager do?
SB Financial Services Manager in Atlanta, GA
On average, an Associate Degree is the highest level of education for a SB Financial Services Manager.
February 17, 2020
SB Financial Services Manager in Pittsfield, MA
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 22, 2020
SB Financial Services Manager in Abilene, TX
Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
February 24, 2020