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 Services Representative - Villanova, 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 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 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 Services Representative - Milwaukee, WI
- Fidelity Brokerage Services LLC
-
West, 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 ...
- 22 Days 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 ...
- 4 Days Ago
Financial Services Representative - San Diego (Rancho Bernardo), CA
- Fidelity Brokerage Services LLC
-
Center, 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 ...
- 24 Days Ago
Technical Sales Representative
- Sales Hatch
-
Indiana, PA
FULL_TIME
- We are working with a client in both Danville, IN and Lafayette, IN who are looking to add Sales Engineers to their teams! This is a company that values collaboration, communication and transparency. ...
- 3 Days Ago
Account Representative - Customs Brokerage
- GEODIS
-
Philadelphia, PA
FULL_TIME
- Summary: The Account Representative - Customs Brokerage is responsible for coordinating and executing shipments to ensure adequate service levels of clients are met. This position supports the company...
- 15 Days Ago
Discount Brokerage Sales Representative jobs at Popular Companies
Associate Sales Consultant
- Intellijoint Surgical Inc.
-
Edison, NJ
- Tagline: Drive sales growth with exciting, innovative, medical technology! Type of Position: Full time Location: New Jer...
- 6/2/2024 12:00:00 AM
Selling Associate-Edison
- Victoria's Secret
-
Fort Myers, FL
- Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
- 6/2/2024 12:00:00 AM
Selling Associate-Westmoreland
- Victoria's Secret
-
Greensburg, PA
- Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
- 6/2/2024 12:00:00 AM
Regional Vendor Specialist
- American Homes 4 Rent
-
Charleston, SC
- Since 2012, we've grown to become one of the leading single-family rental companies and homebuilders in the country, rec...
- 6/2/2024 12:00:00 AM
Regional Vendor Specialist
- American Homes 4 Rent
-
Cincinnati, OH
- Since 2012, we've grown to become one of the leading single-family rental companies and homebuilders in the country, rec...
- 6/1/2024 12:00:00 AM
Associate Sales Consultant
- Accordance Search Group
-
- The Associate Sales Consultant: Works alongside the Sales Consultant to drive sales for within an assigned geographic te...
- 5/31/2024 12:00:00 AM
Selling Associate
- Ralph Lauren (Corporate, Stores)
-
New Orleans, LA
- Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle pro...
- 5/29/2024 12:00:00 AM
Vendor Specialist
- Arrow Electronics, Inc.
-
Newmarket, Suffolk
- Position: Vendor Specialist Job Description: Arrow's Enterprise Computing Solutions (ECS) business is a global technolog...
- 4/19/2024 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
$52,357 to $97,416
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