Strategic Relationship Consultant

3 weeks ago


Magnolia, Texas, United States Fidelity Investments Full time
Job Summary
As a Relationship Manager at Fidelity Investments, you will play a pivotal role in fostering client relationships and deepening their engagement. Your primary responsibility will be to facilitate setting targeted appointments that improve client interaction.

The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to think creatively. You will be responsible for organizing Financial Consultants, ensuring daily work is carried out with the client's needs top of mind.

About the Role
This is a hybrid working role, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to strike a balance between work and personal life.

Salary Range
$60,000 - $90,000 per year, depending on experience.

Benefits
Fidelity Investments offers a competitive total rewards package, including a stable base salary, training programs, and benefit packages designed to support your well-being and career growth.

Your Responsibilities
• Facilitate setting targeted appointments to improve client engagement
• Collaborate with the Relationship Manager team company-wide
• Develop long-term mentorship to deepen client relationships
• Build long-lasting, meaningful relationships with clients

Requirements
• FINRA Series 7 & 63 licensed, Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• 1-3 years in financial services with an emphasis on providing an excellent customer experience
• Planning experience and knowledge of financial markets and products
• Strong social skills and ability to deliver highly personalized service to each client
• Ability to think creatively and make decisions with the support of your team


  • Magnolia, Texas, United States Torres Agency LLC Full time

    Torres Agency LLC is seeking a skilled Professional Insurance Development Consultant to join our team. This is a unique opportunity to work with a dynamic team and build a rewarding career in insurance sales.We offer an estimated $70,000 - $90,000 per year salary, plus commission and bonus opportunities. Our benefits package includes paid time off, a...


  • Magnolia, Texas, United States Fidelity Investments Full time

    Job Description:Fidelity Investments is seeking a skilled professional to build strong relationships with our most valuable clients. As a key member of the branch team, you will work closely with Financial Consultants to provide exceptional service and drive business growth.About the Opportunity:This is a unique opportunity to join a leading financial...


  • Magnolia, Texas, United States Jake Sacchieri - State Farm Agency Full time

    Key ResponsibilitiesDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services.Establish strong customer relationships and follow up as needed.Provide prompt, accurate, and friendly customer service, addressing inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim...


  • Magnolia, Texas, United States Pattern Financial Group Full time

    Overview:We are Pattern Financial Group, a member of the Guardian-Park Avenue Securities network, offering comprehensive financial planning built on an integrative approach of insurance and wealth management products.Salary and Benefits:We offer competitive compensation packages that include unlimited earnings potential, along with comprehensive benefits...


  • Magnolia, Texas, United States Torres Agency LLC Full time

    Your Career Opportunity:We invite you to join our team as an Insurance Sales Representative at Torres Agency LLC. This role offers a unique opportunity to build your insurance sales career, expand your network, and contribute to the success of our agency.Key Responsibilities:Develop and execute sales strategies to drive business growth.BUILD RELATIONSHIPS...


  • Magnolia, Texas, United States Summit Business Group Full time

    Estimated Salary: $60,000 - $80,000 per yearAbout the Role:We are seeking a skilled and results-driven Sales Consultant to join our team at Summit Business Group. As a Sales Consultant, you will be responsible for cultivating new relationships with local businesses, growing a book of business, and providing exceptional customer service.Cultivate new...


  • Magnolia, Texas, United States Michael Liberto - State Farm Agent Full time

    We are seeking a highly skilled and motivated individual to fill the role of Business Development Associate at Michael Liberto - State Farm Agent. This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and growing our business through strategic partnerships and collaborations.As a Business Development...


  • Magnolia, Texas, United States a United Healthcare Company Full time

    About the JobWe are looking for a highly skilled and experienced National Account Sales Manager to join our team at a United Healthcare Company. As a key member of our sales organization, you will be responsible for driving sales growth and revenue expansion through strategic planning and execution.Estimated Salary: $75,000 - $140,000 per yearKey...


  • Magnolia, Texas, United States Summit Business Group Full time

    Summit Business Group is a growing family dedicated to offering superior supplemental benefits plans to small and medium-sized businesses and their employees. We prioritize building genuine connections and providing empathetic support to everyone we serve.About the Job:This is an exciting opportunity to join our team as a Sales Consultant and contribute to...


  • Magnolia, Texas, United States Fidelity Investments Full time

    Job DescriptionWe are seeking an experienced Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen their engagement.About the RoleThis is a dynamic and challenging role that requires strong communication and...


  • Magnolia, Texas, United States Torres Agency LLC Full time

    Torres Agency LLC is seeking a skilled Insurance Sales Specialist to join our team. This is a unique opportunity to build a rewarding career in insurance sales and work with a dynamic team.We offer an estimated $60,000 - $80,000 per year salary, plus commission and bonus opportunities. Our comprehensive benefits package includes paid time off, a...


  • Magnolia, Texas, United States Torres Agency LLC Full time

    Job Title: Senior Insurance Leadership PositionAbout Torres Agency LLC:We are a dynamic insurance agency looking for a seasoned professional to join our leadership team. As a Senior Insurance Leadership Position, you will play a critical role in driving business growth through strategic sales planning and team leadership.Salary: $80,000 - $105,000 per...


  • Magnolia, Texas, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a skilled Financial Relationship Building Professional to facilitate relationships with our most valuable clients. As a pivotal role within the branch team, you will foster client relationships and find opportunities to deepen the relationship in meaningful ways.About the Role:The ideal candidate will work closely...


  • Magnolia, Texas, United States Torres Agency LLC Full time

    Torres Agency LLC: Key InsightsThe Torres Agency LLC is a reputable insurance provider seeking an experienced Insurance Sales Director to spearhead our sales team. This strategic role involves leading a high-performing team of insurance professionals to achieve sales targets and expand our customer base.Job OverviewWe offer an attractive compensation...


  • Magnolia, Texas, United States Torres Agency LLC Full time

    Company Overview:Torres Agency LLC is a reputable insurance agency that values its clients' needs. As an insurance sales representative, you will be part of a high-performing team that strives for excellence in the industry.Annual Base Salary: $60,000 - $80,000You will receive an annual base salary plus commission and bonus opportunities based on your...


  • Magnolia, Texas, United States AT&T Full time

    Why Work at AT&T?We believe in empowering our employees to reach their full potential. As a Retail Sales Consultant, you will have access to comprehensive training and development programs, as well as opportunities to advance your career within the company.In addition to our competitive compensation and benefits package, you will enjoy a range of perks and...


  • Magnolia, Texas, United States Summit Business Group Full time

    Job DescriptionEstimated Salary: $50,000 - $70,000 per yearWe are seeking a skilled Business Development Representative to join our team at Summit Business Group. As a Territory Sales Consultant, you will be responsible for cultivating new relationships with local businesses and growing a book of business in your assigned sales territory.You will work...

  • Merchandiser

    2 weeks ago


    Magnolia Park, United States Jacent Strategic Merchandising Full time

    MerchandiserOur merchandisers are the heart and soul of Jacent. They’re on the front lines in more than 17,000 stores placing just the right products, building displays, and working with store personnel – right in their own community. Our people are what makes us special and makes us the #1 impulse merchandising company in North America. We are looking...

  • VP of Operations

    3 days ago


    Magnolia, United States SkyMast Energy LLC Full time

    VP of Operations About Us: SkyMast Energy is a leader in the wind energy industry, dedicated to harnessing the power of wind to create a sustainable future. We pride ourselves on maintaining a safe, diverse, and inclusive workplace where every employee is empowered to excel. As we continue to set new standards in safety, quality, and operational excellence,...

  • Tax Preparer

    4 days ago


    Magnolia, United States PE CPA Full time

    Job DescriptionJob DescriptionROLEResponsible for income tax preparation for individuals and businesses. Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Understand and complete tax forms in accordance with policies and in compliance with legislation and regulations.KEY ACCOUNTABILITIESYou...

  • Tax Preparer

    2 days ago


    Magnolia, United States PE CPA Full time

    Job DescriptionJob DescriptionROLEResponsible for income tax preparation for individuals and businesses. Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Understand and complete tax forms in accordance with policies and in compliance with legislation and regulations.KEY ACCOUNTABILITIESYou...


  • Magnolia, United States Talently Full time

    Job Title: Client Services Associate / Client Administrative Assistant Location: The Woodlands, TX Salary: $60K DOE + bonus+ benefits + 401K + profit sharing Skills: Client Services / Administrative Assistant About Company / Opportunity: We are a boutique wealth management firm located in The Woodlands, Texas, looking for a Client Administrative Assistant...


  • Magnolia, United States Magnolia ISD Full time

    Position Type: Counselor/Counselor Date Posted: 11/8/2024 Location: Districtwide Date Available: Available Spring 2025 Magnolia ISD Counselor* Contact for this position: Suzy McKinney, Executive Director - Elementary Student Services, smckinney@magnoliaisd.org Job Title: Counselor* Wage/Hour Status: Commensurate with Experience Reports to: Principal ...


  • Magnolia, United States Magnolia ISD Full time

    Position Type: Counselor/Counselor Date Posted: 11/8/2024 Location: Districtwide Date Available: Available Spring 2025 Magnolia ISD Counselor* Contact for this position: Dr. Ben Petty, Executive Director - Student Services Secondary, bpetty@magnoliaisd.org Job Title: Counselor* Wage/Hour Status: Commensurate with Experience Reports to: Principal ...

  • Client Manager

    6 days ago


    Magnolia, United States WGA Consulting Engineers Full time

    Client Manager Job Location: The Woodlands, TX Department: Municipal and Special Districts Type: Full Time WGA is a Texas-based professional consulting firm that was founded in 2007, WGA has experienced steady growth in a competitive market. This expansion is a result of our strong commitment to our clients providing them with the highest quality of work...


  • Magnolia, United States Ethos Veterinary Health Full time

    Job DescriptionJob DescriptionElevate Veterinary Care: Seeking an Inspiring Hospital Director!We are seeking a dynamic Hospital Director for our ER veterinary hospital in Magnolia, TX. This leader will embody a people-first approach, prioritizing transparent communication and collaboration with our dedicated staff.The ideal candidate will have Vet Med...


  • Magnolia, United States Ethos Veterinary Health Full time

    Job DescriptionJob DescriptionElevate Veterinary Care: Seeking an Inspiring Hospital Director!We are seeking a dynamic Hospital Director for our ER veterinary hospital in Magnolia, TX. This leader will embody a people-first approach, prioritizing transparent communication and collaboration with our dedicated staff.The ideal candidate will have Vet Med...


  • Magnolia, United States Ethos Veterinary Health Full time

    Job DescriptionJob DescriptionElevate Veterinary Care: Seeking an Inspiring Hospital Director!We are seeking a dynamic Hospital Director for our ER veterinary hospital in Magnolia, TX. This leader will embody a people-first approach, prioritizing transparent communication and collaboration with our dedicated staff.The ideal candidate will have Vet Med...


  • Magnolia Springs, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.School Psychologist Needed Magnolia, Texas Start Date/End Date:ASAP- June 2025Hours per Week: Full TimeNumber of Schools/Ages:PreK-12th GradeCaseload/Job Details:Types of Disabilities: Varied, including but not limited to learning disabilities, emotional and behavioral...


  • Magnolia Springs, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.School Psychologist Needed Magnolia, Texas Start Date/End Date:ASAP- June 2025Hours per Week: Full TimeNumber of Schools/Ages:PreK-12th GradeCaseload/Job Details:Types of Disabilities: Varied, including but not limited to learning disabilities, emotional and behavioral...