SanJoseCARecruiter
the smart solution for San Jose jobs

Financial Consultant Program - Relationship Manager - City,

Company: Fidelity Investments
Location: San Jose
Posted on: April 18, 2019

Job Description:

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For

  • A college degree is encouraged yet not required
  • 1-3 years in financial services with an emphasis in customer service
  • Sales experience and knowledge of the financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Thrive in a compliance driven, dynamic, and deadline driven environment
  • Ability to think creatively and be comfortable making decisions
  • A series 7 and series 63 license that are current and in good standing
  • You will obtain a series 65 license within 90 days of hireThe Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring
    • You are able to drive targeted appointments that improve engagement with clients
    • You give specialized service and standout experiences to your clients
    • You are sales focused and knowledgeable about financial planning
    • You are known for your excellent communication skills both written and verbal
    • You have a vested interest in being an advocate for your clients
    • You are professional with a polished communication style compatible with high net worth clienteleThe Value You Deliver
      • You are key to the Fidelity relationship strategy
      • Deepening client relationships through long term mentorship
      • Collaborating with the Relationship Manager team company wide
      • Being responsible for the client contact strategy
      • Building long-lasting meaningful relationships with clientsHow Your Work Impacts the Organization Employer is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Employer is an equal opportunity employer.

Keywords: Fidelity Investments, San Jose , Financial Consultant Program - Relationship Manager - City,, Professions , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Diesel Mechanic/Technician I - Experienced
Description: What's the Job Ready to move your career forward As an experienced Technician I at Penske, you'll do exactly that. Here, you'll perform preventative maintenance and repairs of all levels on the newest (more...)
Company: Penske
Location: Gilroy
Posted on: 04/19/2019

Lyft Driver (No Experience Needed) - Earn $2,600 your first month, guaranteed!
Description: Great people skills as well as basic knowledge or professional training as Travel Consultant, Tour Guide, and Amusement and Recreation Attendant are helpful for this Lyft driver opportunity independent (more...)
Company: Lyft
Location: Tracy
Posted on: 04/19/2019

74D Chemical Operations Specialist
Description: AGE REQUIREMENTS: Must be between the ages of 17 and 35 Join the frontlines to protect against some of the world s most powerful threats. As a Chemical Operations Specialist for the Army National Guard, (more...)
Company: Army National Guard
Location: San Rafael
Posted on: 04/19/2019


Work from Home - Benefit Consultant (Will Train)
Description: Nation's Premier Health Programs Company is looking for leaders. This is a home based position. Our company
Company: JMS Benefits
Location: Manteca
Posted on: 04/19/2019

Diesel Truck Mechanic - Maintenance Technician
Description: Diesel Mechanic Compensation 17- 35 per hour based on experience. More experience higher pay. Benefits Offered Paid sick days, 7 paid holidays, and PTO Medical, dental, and life insurance Why Work (more...)
Company: Biagi Bros.
Location: San Rafael
Posted on: 04/19/2019

Work at Home - Benefit Consultants (Training Provided)
Description: We are scheduling brief phone interviews now for Benefit Consultants. We are looking for self-starters who can
Company: JMS Benefits
Location: Madera
Posted on: 04/19/2019

OTR Team Tractor Drivers: New $18,000 sign-on bonus
Description: Travel throughout the United States and Canada. Higher revenue on lower miles. Welcome to Panther. We are looking for OTR Team Tractor Drivers to drive tractors for Fleet Owners contracted with
Company: Panther Premium Logistics
Location: Turlock
Posted on: 04/19/2019

Truck Driver - Home Daily - Average 62 CPM - Excellent Benefits
Description: Now Hiring CDL-A Drivers For Dedicated RunsLocal - Avg. 62 CPM - 1,125 /wk Guaranteed Dedicated Route - Get Home Weekly or More --Marten has a great dedicated
Company: Marten Transport - Centralia, WA Dedicated
Location: Merced
Posted on: 04/19/2019

Benefit Consultants - Work at home (Will Train)
Description: Nation 039 s premier provider of Discount Healthcare Programs is currently interviewing for
Company: JMS Benefits
Location: Madera
Posted on: 04/19/2019

Dedicated Truck Driver: Home Weekly - Earn An Extra $12,000 Your First Year - $1000 Paid Every Month
Description: LIMITED TIME U.S. Xpress is offering great dedicated CDL A Truck Driver positions where
Company: USXpress
Location: Manteca
Posted on: 04/19/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds