LeesburgRecruiter Since 2001
the smart solution for Leesburg jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Leesburg
Posted on: November 27, 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 Financial Analyst, Accounts Receivable Clerk, and Accountant and others in the Accounting and Finance to apply. Associated topics: broker, call center, client, guest, inside sales, retail, sales, sales agent, sales position, sales professional

Keywords: Fidelity Investments, Leesburg , Personal Financial Advisor, 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


RQ27345 Incident Handler
Description: Clearance Level Must Currently Possess: Clearance Level Must Be Able to Obtain: Suitability: Job Family: Information Security Job Description: Job Description General Dynamics Information Technology (more...)
Company: General Dynamics Information Technology
Location: Leesburg
Posted on: 12/12/2019

Universal Banker - Leesburg
Description: Universal Banker - Leesburg br br Location: 1 Catoctin Circle N. E., Leesburg, VA 20176 br br ABOUT US br br Are you someone who seeks opportunity and has a true desire to grow your career (more...)
Company: Sandy Spring Bank
Location: Leesburg
Posted on: 12/12/2019

Senior Account Executive, Central
Description: Reporting to the Vice President of Sales, the Senior Account Executive is responsible for aggressively building a pipeline and deliver revenue as well as expanding the Cofense market share within the (more...)
Company: Cofense
Location: Leesburg
Posted on: 12/12/2019


Become a Truck Driver! We Train, We Hire - Guaranteed
Description: No CDL No Problem We Train, We Hire, We Pay. You can get your CDL in just 21-days At C.R. England, we offer zero out-of-pocket CDL training at
Company: C.R. England
Location: Leesburg
Posted on: 12/12/2019

Cyber Security Engineer Advisor
Description: Clearance Level Must Currently Possess: Interim Secret Clearance Level Must Be Able to Obtain: Secret Suitability: Agency Specific Job Family: Cyber Security Job Description: GDIT islooking for an (more...)
Company: General Dynamics Information Technology
Location: Leesburg
Posted on: 12/12/2019

ASSISTANT RURAL CARRIER (ARC)
Description: Skills - Clean Driving Record - Driving Experience - Driver's License United States Postal Service External Publication for Job Posting If this job requires qualification on an examination, the (more...)
Company: United States Postal Service
Location: Leesburg
Posted on: 12/12/2019

CDL-A Dedicated Truck Driver: Earn An Extra $12,000 Your First Year - HOME WEEKLY!
Description: CDL-A Dedicated Truck Driver: Earn An Extra 12,000 Your First Year - HOME WEEKLY Regional Runs Don't Wait, Call Now 423-250-2342 U.S. Xpress is offering great dedicated CDL A Truck Driver positions (more...)
Company: U.S. Xpress
Location: Leesburg
Posted on: 12/12/2019

Systems Administrator Advisor
Description: Clearance Level Must Currently Possess: Interim Secret Clearance Level Must Be Able to Obtain: Secret Suitability: Agency Specific Job Family: Systems Administration Job Description: The Senior System (more...)
Company: General Dynamics Information Technology
Location: Leesburg
Posted on: 12/12/2019

Associate Monitoring
Description: Clearance Level Must Currently Possess: Clearance Level Must Be Able to Obtain: Suitability: Job Family: Cyber Security Job Description: Job Description The Associate Monitoring Analyst responsibilities (more...)
Company: General Dynamics Information Technology
Location: Leesburg
Posted on: 12/12/2019

Class A CDL Truck Drivers
Description: 100 OWNER OPERATOR, 100 FLATBED, 80 PAID TO YOU IT DOESN'T GET MUCH BETTER THAN THAT. Come and join the Carrier One team We believe in paying you what you deserve. Start earning 80 of linehaul, (more...)
Company: Carrier One
Location: Leesburg
Posted on: 12/12/2019

Log In or Create An Account

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

Leesburg RSS job feeds