BostonRecruiter
the smart solution for Boston jobs

Financial Consultant Program - Relationship Manager - Hingha

Company: Fidelity Investments
Location: Hingham
Posted on: March 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 required1-3 years in financial services with an emphasis in customer serviceSales experience and knowledge of the financial markets and productsStrong social skills and the ability to deliver highly personalized service to each clientThrive in a compliance driven, dynamic, and deadline driven environmentAbility to think creatively and be comfortable making decisionsA series 7 and series 63 license that are current and in good standingYou 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 BringYou are able to drive targeted appointments that improve engagement with clientsYou give specialized service and standout experiences to your clientsYou are sales focused and knowledgeable about financial planningYou are known for your excellent communication skills both written and verbalYou have a vested interest in being an advocate for your clientsYou are professional with a polished communication style compatible with high net worth clienteleThe Value You DeliverYou are key to the Fidelity relationship strategyDeepening client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the client contact strategyBuilding 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. For information about working at Fidelity, visit FidelityCareers.comEmployer is an equal opportunity employer.

Keywords: Fidelity Investments, Boston , Financial Consultant Program - Relationship Manager - Hingha, Accounting, Auditing , Hingham, Massachusetts

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


College Graduates - Assurance Associate
Description: Audit Associates are responsible for becoming familiar with accounting and auditing procedures and performing procedures in accordance with firm standards in an accurate, thorough and timely manner. You (more...)
Company: CohnReznick
Location: Cambridge
Posted on: 03/20/2019

Current College Students - ASR External Audit Intern - Summer 2020
Description: Job Summary Description br A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from (more...)
Company: PwC
Location: Boston
Posted on: 03/20/2019

Financial Planner
Description: Financial Planner We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will (more...)
Company: Fidelity Investments
Location: Danvers
Posted on: 03/20/2019


College Graduates - Assurance Associate
Description: Audit Associates are responsible for becoming familiar with accounting and auditing procedures and performing procedures in accordance with firm standards in an accurate, thorough and timely manner. You (more...)
Company: CohnReznick
Location: Boston
Posted on: 03/20/2019

Senior Manager Finance
Description: Description We are looking for a Finance Professional to join our Commercial Finance team. The senior finance manager for Citizens Capital Markets, Inc will be responsible for the legal entity finance (more...)
Company: Citizens Bank
Location: Boston
Posted on: 03/20/2019

Manager, Financial Planning and Analysis
Description: We are The Boston Beer Company. We brew the best beer. We hire the best people. br br We are always eager to find competitive, motivated, hardworking people who love beer and want to join our team. (more...)
Company: The Boston Beer Company
Location: Boston
Posted on: 03/20/2019

Security Officer FT Financial Center, Boston MA
Description: Allied Universal is currently seeking 2 Full Time Security Officers to help oversee day to day operations at a Financial Company in Boston, MA br br Full Time Openings Various shifts br br (more...)
Company: Allied Universal
Location: Boston
Posted on: 03/20/2019

Inpatient Hospital Coding Compliance Auditor
Description: The Inpatient Hospital Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient services. Review documentation and related coding of inpatient services, auditing (more...)
Company: Mommy Jobs Online
Location: Malden
Posted on: 03/20/2019

College Graduates - Assurance Associate
Description: Audit Associates are responsible for becoming familiar with accounting and auditing procedures and performing procedures in accordance with firm standards in an accurate, thorough and timely manner. You (more...)
Company: CohnReznick
Location: Springfield
Posted on: 03/20/2019

Financial Planning
Description: Financial Planning We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will (more...)
Company: Fidelity Investments
Location: Danvers
Posted on: 03/20/2019

Log In or Create An Account

Get the latest Massachusetts jobs by following @recnetMA on Twitter!

Boston RSS job feeds