Business Development Financial Advisor

1 month ago


Vero Beach, Florida, United States Fidelity TalentSource LLC Full time

Company Overview

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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

We are looking for a Business Development Financial Advisor who will play a key role in building relationships with our clients and helping them achieve their financial goals. This role requires a strong understanding of financial services and excellent communication skills.

The Role

As a Business Development Financial Advisor, you will be responsible for identifying new business opportunities and developing strategic plans to pursue them. You will work closely with our sales team to understand customer needs and develop solutions that meet those needs.

Key Responsibilities

  • Identify new business opportunities and develop strategic plans to pursue them
  • Work closely with our sales team to understand customer needs and develop solutions that meet those needs
  • Build relationships with existing clients and identify opportunities to deepen those relationships
  • Develop and implement sales strategies to achieve business objectives

Requirements

To be successful in this role, you will need:

  • A strong understanding of financial services and products
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

Benefits

We offer a competitive salary of $65,000 - $85,000 per year, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

About Fidelity

Fidelity Investments is an equal opportunity employer committed to diversity and inclusion. We believe that a diverse and inclusive workplace is essential to our success and the success of our customers. We welcome applications from qualified candidates who share our commitment to excellence and our values of integrity, respect, and teamwork.



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