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 - FINRACertifications: Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients.
-We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " " Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change. We invite you to -Find Your Fidelity -at -. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. 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, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-xyz X, prompt 2, option 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We welcome those with experience in jobs such as Accounting Assistant, Home Buyer s Consultant, and Payroll Specialist and others in the Accounting and Finance to apply.
budgets in government portal (HHS) Create, backss, and/or modify the agency-wide cost allocation and amortization methodologies Assist in financial audits and annual compliance reports for government funders Assist in the preparation of the government vouchers and customer invoices with documentation Oversee the physical & electronic filing, safekeeping, archival, retrieval of financial documents Respond to inquiries from vendors, funders, partners, and internal staff re: financial matters Perform other duties, as needed Qualifications: 4+ years of related work experience Bachelor's Degree in Accounting and/or a related field Budgeting background Experience with basic Accounting functions
Knowledge of GAAP ± Generally Accepted Accounting Principles Direct experience with NYC government contracts Financial Reporting and Vouchering Solid analytical, mathematical, and research skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized
clerical procedures. May lead and train lower-level clerical staff. Performs related work as required. EDUCATION/REQUIREMENTS: High School Graduation or equivalent. One year of clerical experience. Training in PC base automated word processing systems, spreadsheet programs, pc or mainframe-based database management programs.
Requires knowledge of medical or equally complex terminology. Interpersonal and customer service skills required. Department: Rehabilitation Medicine Bargaining Unit: 1199 Campus: MOSES Employment Status: Regular Full-Time Address: 111 East 210th Street, Bronx Shift: Day Scheduled Hours: 8 AM-4:30 PM Req ID: 216112 Salary Range/Pay Rate: $26.84 For positions that
have only a rate listed, the displayed rate is the hiring rate but could be subject to change based on shift differential, experience, education or other relevant factors.
To learn more about the “Montefiore Difference” – who we are at Montefiore and all that we have to offer our associates, please click here. Diversity, equity and inclusion are core values of Montefiore. We are committed to recruiting and creating an environment in which associates feel empowered to thrive and be their authentic selves through our inclusive culture. We welcome your interest and invite you to join us. Montefiore is an equal employment opportunity employer. Montefiore will recruit, hire, train, transfer,
promote, layoff and discharge associates in all job classifications without regard to their race, color, religion, creed, national origin, alienage or citizenship status, age, gender, actual or presumed disability, history of disability, interactionual orientation, gender identity, gender expression, genetic predisposition or carrier status, pregnancy, military status, marital status, or partnership status, or any other characteristic protected by law.
N/A
