Discount Brokerage Sales Representative jobs in Rhode Island
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
Customer Service Representative- Smithfield, RI
- Fidelity Brokerage Services LLC
-
, RI
FULL_TIME
- Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you…..This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect… As a new CRA, you’ll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel – by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience… You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. 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 can explore. You’ll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs (opens in a new tab) 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. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee’s payback their student loan debt (opens in a new tab) Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales 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
Director, Brokerage Risk
- Fidelity Brokerage Services LLC
-
, RI
FULL_TIME
- Job Description: The Role The Brokerage Risk team advises Fidelity’s dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest....
- 14 Days Ago
Inside Sales Representative
- Beacon Sales Acquisition, Inc.
-
Cranston, RI
FULL_TIME
- Joining Beacon Building Products as an Inside Sales Representative means becoming part of a values-driven organization. Our core principles guide everything we do: putting people first, prioritizing s...
- 3 Days Ago
Volkswagen Automotive Internet Sales Representative
- Balise Motor Sales
-
Warwick, RI
OTHER
- Job Details Job Location: Volkswagen West Warwick - West Warwick, RI Position Type: Full Time Salary Range: Undisclosed Job DescriptionBusiness Development Coordinator As a BDC Rep, you will use your ...
- 22 Days Ago
Subaru Automotive BDC Representative
- Balise Motor Sales
-
Warwick, RI
OTHER
- Job Details Job Location: Subaru West Warwick - West Warwick, RI Position Type: Full Time Salary Range: Undisclosed Job DescriptionBusiness Development Coordinator Inventory is back and our team at Ba...
- 21 Days Ago
Toyota of Smithfield Automotive BDC Representative
- Balise Motor Sales
-
Smithfield, RI
OTHER
- Job Details Job Location: Toyota of Smithfield - Smithfield, RI Position Type: Full Time Salary Range: Undisclosed Job DescriptionBusiness Development Coordinator As a BDC Rep, you will use your compu...
- 22 Days Ago
Discount Brokerage Sales Representative jobs at Popular Companies
About Rhode Island
Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Sales Representative jobs
$54,656 to $101,699
Most Popular Cities in Rhode Island 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