Financial Relationship Building Professional

5 days ago


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 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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