Top 10 Westlake financial Jobs

Financial Customer Associate - Westlake
Fidelity Investments —Westlake, TX
- 8 hour shift
- Office
- High school diploma or GED
- 1 year
- 401(k)
Financial Planning Consultant - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Residential
- Senior level
- Communication skills
Financial Advisor Trainee (Westlake Village, CA)
Raymond James Financial, Inc. —Westlake Village, CA
- $70,304 - $75,000 a year
- Full-time
- Mid-level
- Office
- Travel
- Paid holidays
- Health insurance
Citizens Banker -Westlake, OH area
Citizens Financial Group —Westlake, OH
- $24.69 - $26.84 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Investment Management Consultant II - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX
Fidelity Investments —Roanoke, TX
- Full-time
- Entry level
Wealth Advisor (Westlake Village)
EP Wealth Advisors, LLC —Westlake Village, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Planning and Advice Associate - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Mid-level
- Office
- In-person
- Disability insurance
- Health insurance
Branch Manager, Ameriprise Financial Advisors - Pepper Pike or Westlake OH
Ameriprise Financial —Pepper Pike, OH
- $44,000 a year
- Full-time
- Office
- 3 years
- Master's degree
- Dental insurance
- 401(k)

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Financial Customer Associate - Westlake

Fidelity Investments -
Westlake, TX

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Job Details

Full-time

Benefits

401(k)

Qualifications

High school diploma or GED
Customer engagement

Full Job Description

Job Description:

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.

What to expect…

As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.

Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring

Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required

The Value You Deliver

A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST

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:

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.

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Refine Your Search

westlake financial jobs

Financial Customer Associate - Westlake

Financial Planning Consultant - Westlake, TX

Financial Advisor Trainee (Westlake Village, CA)

Citizens Banker -Westlake, OH area

Investment Management Consultant II - Westlake, TX

Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX

Wealth Advisor (Westlake Village)

Planning and Advice Associate - Westlake, TX

Branch Manager, Ameriprise Financial Advisors - Pepper Pike or Westlake OH

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