Top 135 Investment representative Jobs in Kentucky

Customer Relationship Advocate Career Development Experience- Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
Financial Advisor
Northwestern Mutual —Louisville, KY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Customer Service Representative- Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
Insurance and Investments
WoodmenLife —Fulton, KY
- Contract
- Background check
- No experience needed
- In-person
- Health insurance
- Dental insurance
Quick Apply
Entry Level Sales Representative - Base Salary + Commission
MTM LLC —Jeffersontown, KY
- $70,000 - $90,000 a year
- Full-time
- Hospitality
- No experience needed
- Driver's License
- Paid training
- Health insurance
Quick Apply
Property Manager - Kentucky Oaks Mall
Cafaro —Paducah, KY
- Full-time
- Microsoft Outlook
- Analysis skills
- Accounting
- Health insurance
- Dental insurance
Quick Apply
13d
Principle Clinical Specialist
Abbott Laboratories —Lexington, KY
- $86,700 - $173,300 a year
- Full-time
- 6 years
- Senior level
- Health insurance
- Tuition reimbursement
Territory Account Representative - Louisville, KY
Trex Company, Inc —Louisville, KY
- $57,500 a year
- Full-time
- Remote
- Merchandising
- US work authorization
- Entry level
- Wellness program
- Paid holidays
Quick Apply
11d
Software Engineer - Front End
TwinSpires —Louisville, KY
- Full-time
- 5 years
- Bachelor of Science
- Mid-level
Quick Apply
Senior Director, Rural Early Childhood Systems
Partners for Rural Impact —Berea, KY
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Paid parental leave
- Disability insurance
Quick Apply
Central Investment Center - Registered Operations Specialist
Central Bank & Trust —Lexington, KY
- $72,109.25 - $90,136.56 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- AD&D insurance
Quick Apply
Integrated Planning Lead
Raytheon —Louisville, KY
- $107,500 - $204,500 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Power Plant Environmental Coordinator I, II, or III
Kentucky Utilities —Ghent, KY
- Part-time
- Bachelor's degree
- Continuous improvement
- Training & development
Territory Manager II, DBS - Louisville, KY
Abbott Laboratories —Louisville, KY
- $43,900 - $109,200 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Health insurance
- Tuition reimbursement
Clinical Oncology Specialist, Breast Oncology
Natera —Louisville, KY
- $195,000 - $225,000 a year
- Remote
- Clean driving record
- 5 years
- Driver's License
- Travel reimbursement
- Commuter assistance
Executive Director, Innovation Campus
Western Kentucky University —Bowling Green, KY
- $160,000 a year
- Full-time
- University
- Bachelor's degree
- Criminal background check
- Paid holidays
- Health insurance
Director Community Economic Development
Green River Area Development District —Owensboro, KY
- $68,000 - $75,000 a year
- Full-time
- Office
- Finance
- Master's degree
Quick Apply
13d
Chief Commercial Officer
Pro-Liquitech LLC —Louisville, KY
- $180,000 - $200,000 a year
- Weekends as needed
- Marketing
- Ability to walk for extended periods
- Office
Quick Apply
3d
Product Leader- Tokenization and Distributed Ledger
Fidelity Investments —Covington, KY
- $130,000 - $264,000 a year
- Full-time
- Office
- Analysis skills
- Product management
- Loan repayment program
- Health insurance
Voya Financial Advisors Lexington
Voya Financial Advisors —Lexington, KY
- Full-time
- Mid-level
- 403(b)

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Customer Relationship Advocate Career Development Experience- Covington, KY

Fidelity Investments -
Covington, KY

Apply Now

Job Details

Full-time

Benefits

Wellness program
Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) 7% Match
Parental leave
Vision insurance
401(k) matching
Loan assistance

Qualifications

Customer communication
Customer relationship building
Trading
Money transfers
Managing clients in a customer support role
Analysis skills
Decision making
Customer engagement
Investment account customer support
Experience practicing in the securities industry
Entry level
Series 63
Client interaction via phone calls

Full Job Description

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect…

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!

2. Skill Development

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

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, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

investment representative jobs in kentucky

Customer Relationship Advocate Career Development Experience- Covington, KY

Financial Advisor

Customer Service Representative- Covington, KY

Insurance and Investments

Entry Level Sales Representative - Base Salary + Commission

Property Manager - Kentucky Oaks Mall

Principle Clinical Specialist

Territory Account Representative - Louisville, KY

Software Engineer - Front End

Senior Director, Rural Early Childhood Systems

Central Investment Center - Registered Operations Specialist

Integrated Planning Lead

Power Plant Environmental Coordinator I, II, or III

Territory Manager II, DBS - Louisville, KY

Clinical Oncology Specialist, Breast Oncology

Executive Director, Innovation Campus

Director Community Economic Development

Chief Commercial Officer

Product Leader- Tokenization and Distributed Ledger

Voya Financial Advisors Lexington

I want to receive the latest job alert for investment representative in kentucky

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