ArlingtonTXRecruiter Since 2001
the smart solution for Arlington jobs

Financial Planning

Company: Fidelity Investments
Location: Arlington
Posted on: December 4, 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 RoleThe 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 clienteleTheValue 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 OrganizationFidelity Investments 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.Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Field Client Relationship Manager, Staff Accountant, and Accounting Assistant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Arlington , Financial Planning, Accounting, Auditing , Arlington, Texas

Click here to apply!

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

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Carrollton
Posted on: 12/8/2019

Global Senior Lease Accountant
Description: At Uber, we ignite opportunity by setting the world in motion. We take on big problems to help drivers, riders, delivery partners, and eaters get moving in more than 600 cities around the world. br (more...)
Company: Uber
Location: Dallas
Posted on: 12/8/2019

Operational Risk Consultant 4
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Sachse
Posted on: 12/8/2019


Compliance Consultant 5: Banking Operations Electronic & Commercial Services
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Flower Mound
Posted on: 12/8/2019

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Dallas
Posted on: 12/8/2019

Compliance Consultant 5: Banking Operations Electronic & Commercial Services
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Colleyville
Posted on: 12/8/2019

Controller (Durant, OK)
Description: Tubacex Durant is a wholly owned subsidiary of TUBACEX, industrial Group devoted to manufacturing seamless tubes in stainless steel and high-nickel alloys and superalloys.Due to the growth of the company (more...)
Company: TUBACEX
Location: Garland
Posted on: 12/8/2019

Travel Nurse - ER RN - Billings, MT
Description: Travel ER Registered Nurse RN Earn 1700- 1750/week gross pay for this ER position in Billings, MT Job Details ul li 1700- 1750/week gross pay li 36 hours/week li Start date is flexible - (more...)
Company: General Healthcare Resources - Travel Nursing
Location: Dallas
Posted on: 12/8/2019

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Lewisville
Posted on: 12/8/2019

Associate, Internal Controls
Description: ApplyOverviewThe Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing (more...)
Company: Santander Bank, NA
Location: Dallas
Posted on: 12/8/2019

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Arlington RSS job feeds