LeesburgRecruiter Since 2001
the smart solution for Leesburg jobs

Financial Planning

Company: Fidelity Investments
Location: Leesburg
Posted on: November 25, 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 hireThe Purpose of Your RoleThe 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 clienteleTheValue 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 clientsHow Your Work Impacts the OrganizationFidelity 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. We welcome those with experience in jobs such as Field Client Relationship Manager, Senior Accountant, and Staff Accountant and others in the Accounting and Finance to apply. Associated topics: client, healthcare, inside sales, insurance agent, insurance sales, lead sales agent, outside sales, retail, sales, sales associate

Keywords: Fidelity Investments, Leesburg , Financial Planning, 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


Physician - A Facility in Illinois Needs a Locums Family Practice Physician
Description: We are looking to fill a temporary family practice job now open at an IL medical facility. This is weekday coverage from 7:30 am - 8 pm, with some shorter shifts. Your duties include seeing
Company: Weatherby Healthcare
Location: Charlottesville
Posted on: 12/13/2019

URGENT: Babysitting Wanted
Description: Posting: br Hi there, my name is Andrey. I am hiring a caretaker living in
Company: Sitter
Location: Charlottesville
Posted on: 12/13/2019

Travel Nurse RN - Mental Health - $1,477 per week
Description: NurseFly Travel Nursing with trustaff is seeking a mental health travel nurse for a travel nursing job in Leesburg, Virginia:- Specialty: Mental Health- Discipline: RN- Start Date: ASAP- Duration: 13 (more...)
Company: NurseFly Travel Nursing
Location: Leesburg
Posted on: 12/13/2019


Occupational Therapist
Description: More one-on-one time More success for patients and professionals BE THE CONNECTION. In your role as an occupational therapist OT , you ll be the connection between the (more...)
Company: Encompass Health
Location: Charlottesville
Posted on: 12/13/2019

Physician - A Facility in Illinois Needs a Locum Tenens Family Practice Physician
Description: Weatherby is looking to fill a new family practice job now open at an IL medical facility. This is weekday coverage from 7:30 am - 8 pm, with some shorter shifts. Your duties include seeing
Company: Weatherby Healthcare
Location: Charlottesville
Posted on: 12/13/2019

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor
Company: Home Depot
Location: Leesburg
Posted on: 12/13/2019

Security Officer
Description: Allied Universal is seeking Professional Security Officers in the greater Harrisonburg, Stauton, Charlottesville VA area. Full Time Part Time Opportunities available. All Shifts. Our Security Officers (more...)
Company: Allied Universal
Location: Harrisonburg
Posted on: 12/13/2019

Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Charlottesville
Posted on: 12/13/2019

Border Patrol Agent
Description: Find your calling. Protect your country. Apply now. Working for U.S. Customs and Border Protection CBP means keeping your country safe from dangerous people and materials attempting to
Company: U.S. Customs and Border Protection
Location: Harrisonburg
Posted on: 12/13/2019

Environmental Scientist
Description: JOB DESCRIPTION: br br Cardno is seeking a passionate entry-level Environmental Scientist to join our team in Charlottesville, Virginia. Our company provides a diverse range of engineering and environmental (more...)
Company: Cardno, Inc.
Location: Charlottesville
Posted on: 12/13/2019

Log In or Create An Account

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

Leesburg RSS job feeds