Financial Consultant and Relationship Manager

7 days ago


Plano, Texas, United States Fidelity TalentSource LLC Full time

Fidelity Investments is a leading financial services company with a mission to strengthen the financial well-being of our clients.

Role Overview

We are seeking an experienced Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.

Your primary responsibility will be to build and maintain strong relationships with our valued clients, providing them with personalized financial guidance and solutions. You will also work closely with our sales teams to identify new business opportunities and implement effective strategies to drive revenue growth.

About the Role

This is a fantastic opportunity for a results-driven professional to join our dynamic team and make a meaningful impact on our clients' lives. If you are passionate about delivering exceptional customer service, have a strong understanding of financial products and services, and are looking for a challenging and rewarding career, we encourage you to apply.

Key Responsibilities
  • Build and maintain strong relationships with our valued clients, providing them with personalized financial guidance and solutions.
  • Work closely with our sales teams to identify new business opportunities and implement effective strategies to drive revenue growth.
  • Develop and execute plans to meet or exceed sales targets, while maintaining high levels of customer satisfaction.
  • Stay up-to-date with industry trends and developments, ensuring that our clients receive the best possible advice and guidance.
Requirements
  • A minimum of [estimated salary: $55,000 - $70,000] per year, depending on experience.
  • 3+ years of experience in financial services, preferably in a sales or relationship management role.
  • Demonstrated ability to build and maintain strong relationships with clients, as well as develop and execute sales plans to drive revenue growth.
  • Excellent communication and interpersonal skills, with the ability to effectively communicate complex financial concepts to clients.
  • Strong analytical and problem-solving skills, with the ability to think critically and develop creative solutions to challenges.
What We Offer
  • A competitive compensation package, including a base salary and performance-based bonuses.
  • A comprehensive benefits program, including medical, dental, and vision insurance, as well as 401(k) matching and paid time off.
  • The opportunity to work with a dynamic and supportive team, dedicated to delivering exceptional client experiences and driving business growth.
  • Ongoing training and development opportunities, designed to help you succeed in your role and advance your career.


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