WashingtonRecruiter Since 2001
the smart solution for Washington DC jobs

Financial Planner

Company: Fidelity Investments
Location: Annandale
Posted on: December 5, 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.

Keywords: Fidelity Investments, Washington DC , Financial Planner, Other , Annandale, DC

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Part Time Event Specialist
Description: Part Time Event Specialist Are you outgoing and enjoy interacting with people If promoting brand awareness through product demonstration sounds appealing, then our Part Time Job is the right fit for (more...)
Company: Advantage Solutions
Location: Charlottesville
Posted on: 12/9/2019

Brand Promoter
Description: Part Time Event Specialist Are you outgoing and enjoy interacting with people If promoting brand awareness through product demonstration sounds appealing, then our Part Time Job is the right fit for (more...)
Company: Advantage Solutions
Location: Charlottesville
Posted on: 12/9/2019

Dermatologist
Description: 2020 Start We are seeking a Dermatologist MD to join our Dermatology practice in Leesburg VA. Responsibilities
Company: Northeast Healthcare Recruitment
Location: Leesburg
Posted on: 12/9/2019


Janitorial Crew Member - Charlottesville, VA
Description: Company Overview: For over 70 years, Kellermeyer Bergensons Services KBS has delivered best-in-class property services to major retailers, healthcare, churches, and commercial facilities across the (more...)
Company: Kellermeyer Bergensons Services
Location: Charlottesville
Posted on: 12/9/2019

Supply Clerk
Description: The University of Virginia's Department of Printing and Copying Services is seeking a reliable Supply Clerk. The incumbent operates vehicles such as vans, pickup trucks or straight trucks not tractor/trailer (more...)
Company: University of Virginia
Location: Charlottesville
Posted on: 12/9/2019

"Policy Administrator"
Description: The Policy Administrator is responsible for the project management and policy compliance
Company: Jaunt, Inc.
Location: Charlottesville
Posted on: 12/9/2019

Travel Nurse - Med/Surg RN - Leesburg, VA
Description: Travel Med Surg Registered Nurse RN Earn 1,500- 1,600 weekly when you start your next travel opportunity with this great Registered Nurse RN position in Leesburg, VA. Job Details Estimated 1,500- (more...)
Company: General Healthcare Resources - Travel Nursing
Location: Leesburg
Posted on: 12/9/2019

Dermatologist
Description: 2020 Start We are seeking a Dermatologist MD to join our Dermatology practice in Jersey City NJ. Responsibilities
Company: Northeast Healthcare Recruitment
Location: Leesburg
Posted on: 12/9/2019

Now Hiring: Walmart
Description: Easy Application
Company: walmart.com
Location: Charlottesville
Posted on: 12/9/2019

Restaurant General Manager
Description: Restaurant General Manager - Start at 70k / yr General Manager The General Manager is the Burger Authority of a single Red Robin Restaurant whether they are on or off the premises. As the Captain of (more...)
Company: Red Robin
Location: Charlottesville
Posted on: 12/9/2019

Log In or Create An Account