BostonRecruiter
the smart solution for Boston jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Framingham
Posted on: May 19, 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 hire The 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 clientele The 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 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. 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.

Keywords: Fidelity Investments, Boston , Personal Financial Consultant, Accounting, Auditing , Framingham, 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


Accounts Payable / Staff Accountant
Description: The Accounts Payable / Staff Accountant position is directly responsible for gathering, maintaining, preparing and publishing accurate and timely checkbook balances, processing Accounts Payable for your (more...)
Company: Gatehouse Management, Inc.
Location: Mansfield
Posted on: 05/24/2019

Bookkeeper
Description: Ref ID:02170-0010969253Classification:BookkeeperCompensation: 17.10 to 19.80 per hourIf you're an experienced Bookkeeper with a knack for accuracy, Accountemps has an exciting opportunity for you to (more...)
Company: Accountemps
Location: Wellesley
Posted on: 05/24/2019

Financial Advisor
Description: Edward Jones br br Financial Advisor Job Description br br Start a brand new career with support and flexibility. We're looking for professionals with a track record of success to join our growing (more...)
Company: Edward Jones
Location: Salem
Posted on: 05/24/2019


Full Charge Bookkeeper
Description: Ref ID:02100-9501958088Classification:Account Executive/Staffing ManagerCompensation: 22.00 to 26.00 per hourAccountemps is seeking a Full Charge Bookkeeper for a long term temporary assignment in the (more...)
Company: Accountemps
Location: Boston
Posted on: 05/24/2019

Medical Billing Specialist
Description: Position SummaryPerforms all aspects of billing operations to ensure timely and accurate filing of government and third party medical claims, ensures maximum reimbursement collection efforts and complies (more...)
Company: Insulet Corporation
Location: Acton
Posted on: 05/24/2019

Senior Financial Analyst
Description: Senior Financial Analyst OverviewCURRENT OPPORTUNITY: Sr. Financial AnalystReporting to the Accounting and Finance Manager, the Sr. Financial Analyst will be leading the FP A function, spearheading our (more...)
Company: Hire Velocity
Location: Marlborough
Posted on: 05/24/2019

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: Burlington
Posted on: 05/24/2019

Senior Credit Analyst Officer: Waltham
Description: POSITION: SENIOR CREDIT ANALYST OFFICER br br Summary: br br This position assists with understanding and managing the credit risk and loan quality of the bank s commercial real estate and Corporate (more...)
Company: Cambridge Savings Bank
Location: Cambridge
Posted on: 05/24/2019

Personal Financial Consultant
Description: 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 inspire client dedication (more...)
Company: Fidelity Investments
Location: Burlington
Posted on: 05/24/2019

PCS Tax Supervisor
Description: Job DescriptionLocation: Boston or Waltham, MA br br Required Years of Experience: 3 br br Required Education: Bachelor's degree br br Travel: Occasional travel to other New England based (more...)
Company: KLR
Location: Boston
Posted on: 05/24/2019

Log In or Create An Account

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

Boston RSS job feeds