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Series Nine Jobs in Utah (NOW HIRING)

Customer Service

South Jordan, UT · On-site

$15.25 - $20.75/hr

As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices ... Series 7 licensed * Client Facing * Cold-calling * Excellent Communication skills Additional ...

Manage and implement ideas for player development series at venue level * Manage club fitting, club ... Topgolf participates in E-Verify and will provide the federal government with your Form I-9 ...

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Series Nine information

What is the difference between Series Nine vs Data Analyst?

AspectSeries NineData Analyst
Required CredentialsTypically requires a degree in finance, economics, or related fields; certifications like CFA or CPA are commonRequires a degree in statistics, mathematics, or related fields; certifications like CAP or Microsoft Data Analyst are beneficial
Work EnvironmentFinancial institutions, investment firms, or corporate finance departmentsBusiness, tech companies, consulting firms, or healthcare organizations
Employer & Industry UsageUsed mainly in finance and investment sectorsUsed across various industries including tech, healthcare, and consulting

Series Nine professionals focus on financial analysis, investment strategies, and portfolio management within finance sectors. Data Analysts interpret data to support business decisions across multiple industries. While both roles require analytical skills and relevant certifications, Series Nine is specialized in finance, whereas Data Analysts have a broader application across industries.

What are popular job titles related to Series Nine jobs in Utah?

For Series Nine jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Series Nine jobs in Utah look for?

The top searched job categories for Series Nine jobs in Utah are:

What cities in Utah are hiring for Series Nine jobs?

Cities in Utah with the most Series Nine job openings:

Team Leader, Client Services

Fidelity Investments

Salt Lake City, UT • On-site

Full-time

Re-posted 9 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services


Job description

Job Description:
Job Description:

Team Leader, Client Services

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

The Role

The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.

The Expertise and Skills You Bring

  • Proven Leadership Experience

  • Previous Management or Leadership Experience in financial services is a plus

  • Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days

  • Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop

  • Your ability to balance leadership and supervisory responsibilities

  • Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward

  • Your experience with regulatory and compliance practices and rules

  • Your relationship expertise, leading with empathy and enhancing team cohesion

The Value You Deliver

  • Coaching and developing a team of associates to deliver an outstanding experience to our clients

  • Enabling your team to drive outstanding client service interactions/ results

  • Helping associates realize their own personal definitions of success

  • Ability to inspire associates to deliver their best

  • Partnering with associates to build personalized plans that support their development towards career goals

  • Protecting the Fidelity brand through active supervision of associate interactions and transactions

  • Being coachable, collaborative, and curious are your "go to" attributes

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 09 - FINRA, Series 10 - FINRA, Series 63 - FINRACategory: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.


What Fidelity Investments employees say

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