Fidelity Investments Central Relationship Manager


JobToMe - Fidelity Investments


Posted Under: Covington, Kentucky jobs in Executive; Executive jobs
Posted On: 2020-05-24 00:00:00

Fidelity Investments Central Relationship Manager - Fidelity InvestmentsJob Description: This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services.Your engaging personality is attractive to customers.And your instinctive tenacity is definitely attractive to us. The--Expertise--We're Looking For 1-3 years' experience in financial services (outbound calling experience preferred)Related sales or customer engagement experience desiredSeries 7 & 63 licenses required prior to hireSeries 65 and/or 66 licenses required within 3 months of hireState registrations must be obtained within 3 months of hirePC/Windows skills a must The--Purpose--of Your Role This Central Relationship Manager position needs exactly your kind of energy and drive. You will focus on engaging current and potential clients via phone and written correspondence. Working in partnership with a Financial Consultant, you will build the path to an enhanced client experience and drive asset development. You will also leverage monthly sales plays, discuss asset consolidations and execute sales interactions that advance the sales cycle. The--Skills--You Bring An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial marketsYour excellent communication and interpersonal skills with clients, business partners, team and departmentYour ability to thrive in a fast-paced deadline environmentA broad understanding of investment options for the high-net-worth clientA comfort with making outbound calls The--Value--You Deliver You are key to the Fidelity relationship strategyDeepening client relationships through long term guidanceCollaborating with the Relationship Manager team company wideLeading the client contact strategyCreating long lasting meaningful relationships with clients How Your Work--Impacts--the Organization Fidelity 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. Certifications: Series 07 FINRA, Series 63 FINRA, Series 65 FINRA, Series 66 FINRA Category: Relationship Management We welcome those with experience in jobs such as Account Manager, Sales Assistant, and Area Sales Manager and others in the Sales to apply.