LeesburgRecruiter Since 2001
the smart solution for Leesburg jobs

Financial Planner

Company: Fidelity Investments
Location: Leesburg
Posted on: October 10, 2019

Job Description:

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We’re Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role   The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client’s needs top of mind.   The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work Impacts the Organization   Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Company Overview At Fidelity, we are focused on 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Leesburg , Financial Planner, Other , Leesburg, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Intern
Description: Time Commitment: br br Must be available for all 7 home Virginia Football games in 2019. br br Approximate hours are 4 hours prior to kick-off to 1 hour post-game. br br Responsibilities: (more...)
Company: OUTFRONT Media
Location: Charlottesville
Posted on: 10/17/2019

CDL A Truck Driving Jobs - OTR Drivers $.46-$.50 CPM & $1200 Min. Wkly
Description: NEW Base Pay, Up to 10,000 Sign-On Plus Bonus, Minimum Weekly Pay Guarantee and Much More REAL PAY RAISE for OTR DRIVERS And, we just increased the BASE pay for OTR drivers starting at .46- .50 CPM. (more...)
Company: Dart Transit
Location: Harrisonburg
Posted on: 10/17/2019

CDL A Company Driver - $1,200/Week Min. - Leesburg
Description: NEW Base Pay, Up to 10,000 Sign-On Plus Bonus, Minimum Weekly Pay Guarantee and Much More REAL PAY RAISE for OTR DRIVERS And, we just increased the BASE pay for OTR drivers starting at .46- .50 CPM. (more...)
Company: Dart Transit
Location: Leesburg
Posted on: 10/17/2019


U.S. Xpress is excited to announce Straight Pay- A New Way to Team Pay!
Description: U.S. Xpress is excited to announce Straight Pay- A New Way to Team Pay TRUCK DRIVING JOBS: TEAMS EARN UP TO 150,000 A YEAR Don't Wait, Call Now 423-445-7462 We're changing the game on team pay and (more...)
Company: U.S. Xpress
Location: Charlottesville
Posted on: 10/17/2019

Hair Stylist
Description: Job DescriptionJob Summary Unlimited Commission At Hair Cuttery, you are not just a Hairstylist...you are a Salon Professional Salon Professionals provide guests with a world-class hair experience starting (more...)
Company: Hair Cuttery
Location: Leesburg
Posted on: 10/17/2019

UVA Encompass Health Physical Therapist Asst. Pool - Charlottesville
Description: Extra attention to detail Exceptional outcomes BE THE CONNECTION. Your role as a physical therapyassistant PTA lets you be the connection between dedication to detail andpatient outcomes (more...)
Company: Encompass Health
Location: Charlottesville
Posted on: 10/17/2019

CDL A Truck Driver
Description: NEW Base Pay, Up to 10,000 Sign-On Plus Bonus, Minimum Weekly Pay Guarantee and Much More REAL PAY RAISE for OTR DRIVERS And, we just increased the BASE pay for OTR drivers starting at .46- .50 CPM. (more...)
Company: Dart Transit
Location: Harrisonburg
Posted on: 10/17/2019

Warehouse Sorter
Description: Shifts: br Over-night, Sunrise, Day, Twilight, Weekend br br Location br Sterling, Fairfax, Ashburn br Job opportunities vary by location. We update postings daily with open positions. br (more...)
Company: Amazon
Location: Leesburg
Posted on: 10/17/2019

CDL A Company Driver - $1,200/Week Min.
Description: NEW Base Pay, Up to 10,000 Sign-On Plus Bonus, Minimum Weekly Pay Guarantee and Much More REAL PAY RAISE for OTR DRIVERS And, we just increased the BASE pay for OTR drivers starting at .46- .50 CPM. (more...)
Company: Dart Transit
Location: Harrisonburg
Posted on: 10/17/2019

Drive with Lyft - Choose a day, swing, or night shift. With Lyft, you're in charge.
Description: What is Lyft br Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to br be a Lyft driver is the perfect opportunity for you to set your own schedule (more...)
Company: Lyft
Location: Leesburg
Posted on: 10/17/2019

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Leesburg RSS job feeds