Discount Brokerage Sales Representative jobs in Wisconsin
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
Investment Solutions Representative - Greater Milwaukee, WI Area
- Fidelity Brokerage Services LLC
-
Home, WI
FULL_TIME
- Job Description: Investment Solutions Representative To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Mequon and Milwaukee We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Milwaukee, WI Metro area! While you will work from home, you must reside near the Greater Milwaukee, Wisconsin area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you’ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity’s customer base and client relationships by carefully profiling customers’ needs and positioning investment strategies that meet their needs using a defined set of tools and solutions The Value You Deliver Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services. Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or prospective customers Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts, solutions, and strategies The Expertise We’re Looking For Previous success in customer consultation or relationship management, preferably in financial services Comprehensive understanding of financial services markets, the economy and of industry trends FINRA Series 7 license required Series 63 and 65 or 66 licensed or ability to acquire upon hire Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you acquire one Results-oriented and comfortable working independently Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are crafted to help you and your family strike the right balance. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, Relationship Management, 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
- 6 Days Ago
Sales representative
- Beechwood Sales and Service
-
Mayville, WI
FULL_TIME
- Beechwood Sales and Service is a family owned and operated beer distribution company located near Milwaukee, Wisconsin. We represent the worlds best breweries including Anheuser-Busch, Diageo-Guinness...
- 1 Day Ago
Sales representative
- Beechwood Sales and Service
-
Superior, WI
FULL_TIME
- Beechwood Sales and Service is a family owned and operated beer distribution company. We represent the worlds best breweries and are proud of our high level of service and commitment to our employees,...
- 1 Day Ago
Sales representative
- Beechwood Sales and Service
-
Beaver, WI
FULL_TIME
- Beechwood Sales and Service is a family owned and operated beer distribution company located near Milwaukee, Wisconsin. We represent the worlds best breweries including Anheuser-Busch, Diageo-Guinness...
- 1 Day Ago
Sales representative
- Beechwood Sales and Service
-
Berlin, WI
FULL_TIME
- Beechwood Sales and Service is a family owned and operated beer distribution company located near Milwaukee, Wisconsin. We represent the worlds best breweries including Anheuser-Busch, Diageo-Guinness...
- 1 Day Ago
Sales representative
- Beechwood Sales and Service
-
Milwaukee, WI
FULL_TIME
- Beechwood Sales and Service is a family owned and operated beer distribution company located near Milwaukee, Wisconsin. We represent the worlds best breweries including Anheuser-Busch, Diageo-Guinness...
- 1 Day Ago
Discount Brokerage Sales Representative jobs at Popular Companies
Selling Associate-Yorktown Center
- Victoria's Secret
-
Lombard, IL
- Description Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-insp...
- 6/11/2024 12:00:00 AM
Selling Associate-Southlake Mall
- Victoria's Secret
-
Morrow, GA
- Who are we? Victoria's Secret & Co. (NYSE: VSCO) is a Fortune 500 specialty retailer of modern, fashion-inspired collect...
- 6/10/2024 12:00:00 AM
Selling Associate
- Neiman Marcus Group, Inc.
-
Orange, CA
- The Sales Associate is responsible for driving sales, establishing and maintaining customer relationships by delivering ...
- 6/9/2024 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...
- 6/8/2024 12:00:00 AM
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...
- 6/7/2024 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...
- 6/7/2024 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...
- 6/7/2024 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...
- 6/7/2024 12:00:00 AM
About Wisconsin
Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast.
With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Sales Representative jobs
$51,936 to $96,647
Most Popular Cities in Wisconsin 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