ColumbusRecruiter Since 2001
the smart solution for Columbus jobs

Financial Planning

Company: Fidelity Investments
Location: Columbus
Posted on: December 6, 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 Accounting Assistant, Controller, and Residential Real Estate Agent and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Columbus , Financial Planning, Accounting, Auditing , Columbus, Ohio

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


Accounting Clerk
Description: Our Exciting Work Environment br br The Delaware North Sportservice operation at Nationwide Arena - home to the NHL's Columbus Blue Jackets -- includes six private party towers, clubs, suites, concessions (more...)
Company: Delaware North
Location: Columbus
Posted on: 12/7/2019

Audit Lead - Commercial and Credit
Description: DescriptionInternal Audit is seeking a highly motivated individual for an Audit Lead position. This position will be responsible for the planning, execution, and reporting of multiple audit engagements (more...)
Company: Huntington National Bank
Location: Columbus
Posted on: 12/7/2019

Credentialed Tax Expert - CPA
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: Columbus
Posted on: 12/7/2019


Technology Accelerator Software Engineer
Description: SunIRef:Manu:title Technology Accelerator Software Engineer JPMorgan Chase 3,253 reviews - Columbus, OH 43240 JPMorgan Chase 3,253 reviews Read what people are saying about working here. As an experienced (more...)
Company: JPMorgan Chase
Location: Columbus
Posted on: 12/7/2019

Senior Auditor
Description: DescriptionRobert Half Finance Accounting is looking for an experienced internal auditor with strong communication skills. If you thrive in a dynamic work environment that requires the ability to balance (more...)
Company: Robert Half Finance & Accounting
Location: Columbus
Posted on: 12/7/2019

Financial Advisor
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 (more...)
Company: Fidelity Investments
Location: Columbus
Posted on: 12/7/2019

Accounting Clerk
Description: Job Description Important Note: During
Company: Wells Fargo
Location: Columbus
Posted on: 12/7/2019

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
Description: Overview br If 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 (more...)
Company: Intuit
Location: Dayton
Posted on: 12/7/2019

Student Accounts Specialist, Finance
Description: Capital University invites applications for the Student Accounts Specialist in Finance. Under the supervision of the Director of Student Accounts, this position assists with special projects as needed. (more...)
Company: Capital University
Location: Columbus
Posted on: 12/7/2019

Bookkeeper
Description: DescriptionGrow your career with a fulfilling Bookkeeper position that Accountemps has available. Do you consider yourself knowledgeable in A/P, A/R, General ledger, financial reporting, and tax prep (more...)
Company: Robert Half Accountemps
Location: Columbus
Posted on: 12/7/2019

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Columbus RSS job feeds