Financial Relationship Building Professional
5 days ago
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 institution and contribute to the success of our clients. You will have the chance to develop long-lasting relationships, share your expertise, and make a positive impact on people's lives.
Key Responsibilities:
- Relationship Management: Develop and maintain strong relationships with clients, identifying opportunities to add value and drive business growth
- Financial Planning: Provide expert advice on financial planning, helping clients achieve their goals and objectives
- Collaboration: Work closely with Financial Consultants to provide seamless service and drive business results
- Communication: Effectively communicate with clients, colleagues, and other stakeholders to achieve shared goals
Requirements:
- Licenses and Registrations: FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Experience: 1-3 years in financial services with an emphasis in providing an excellent customer experience
- Planning Experience: Planning experience and knowledge of financial markets and products
- Social Skills: Strong social skills and the ability to deliver highly personalized service to each client
What We Offer:
- Competitive Total Rewards Package: A competitive total rewards package, including a stable base salary and training opportunities
- Training and Development: Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
- Collaborative Work Environment: A collaborative and dynamic work environment
Estimated Salary: $80,000 - $110,000 per year
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