MemphisRecruiter Since 2001
the smart solution for Memphis jobs

Financial Advisor

Company: Fidelity Investments
Location: Memphis
Posted on: December 4, 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 Financial Analyst, Field Client Relationship Manager, and Residential Real Estate Agent and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Memphis , Financial Advisor, Other , Memphis, Tennessee

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


CDL A Regional Company Drivers
Description: CDL A Truck Drivers: Top Pay Carrier for 13 Years Now Hiring for Premium Southeast Regional RunsBonuses, New Health Benefits, Pets WelcomeThere s MORE to Millis Transfer than you may know:More Pay, (more...)
Company: Millis Transfer
Location: Memphis
Posted on: 12/16/2019

Event Marketer
Description: Why work at LeafFilter LeafFilter is the North America's largest gutter protection system and we're growing Development and advancement opportunities are limitless. Our product is the top ranked gutter (more...)
Company: LeafFilter North, LLC
Location: Memphis
Posted on: 12/16/2019

Swiss CNC Leadsman
Description: Job Description Set up and operates computer numerical control CNC Swiss lathes to fabricate metallic and nonmetallic parts. Detect and change worn tooling. Make adjustments using tool wear offsets (more...)
Company: Spearhead Staffing
Location: Memphis
Posted on: 12/16/2019


National OTR Dry Van Driving Job - Memphis, TN
Description: GREAT PAY EVERY DAY br Top Pay Certified Carrier Are you looking for a fleet that gives you options Crete Carrier is seeking professional truck drivers to join their Southeast Regional fleet. Home (more...)
Company: Crete Carrier
Location: Memphis
Posted on: 12/16/2019

Entry Level Jobs In China - Teach English, Train and Travel
Description: Special Entry Level Programs For Those Graduating Between 2016 - 19 An experience you will never forget. Due to increasing expansion across China within our Kids Teens schools we are able to offer (more...)
Company: EF English First
Location: Memphis
Posted on: 12/16/2019

CDL-A Regional Truck Drivers
Description: Call 888-435-1712 br br Drive your future with CDL-A Regional Company Truck Driver Position at Hub Group Get the miles that take your career further with Hub Group's Regional Opportunities.
Company: Hub Group Trucking
Location: Memphis
Posted on: 12/16/2019

Life Insurance Agents – 100% remote, all inbound qualified leads
Description: Join the revolutionary ASSURANCE platform, and enjoy the freedom of working when you want, from wherever you want, helping inbound, qualified,
Company: Assurance
Location: Memphis
Posted on: 12/16/2019

Community Counselor - Admissions - (11p-7a) M-F
Description: One of the nation s largest and most respected hospital companies, Universal Health Services, Inc. UHS has built an impressive record of achievement and performance. Steadily growing from a startup (more...)
Company: Lakeside Behavioral Health System
Location: Memphis
Posted on: 12/16/2019

OTR CDL A Owner Operator - New Lease Program - $5,000 Sign On Bonus!
Description: OTR Owner Operators: Flatbed or Dry Van NEW LEASE PROGRAMS NO TRAILER FEE. NO DEDUCTIONS UNTIL WEEK 2 Owner Operators: When you apply with Meadow Lark, you have options Tell us where you'd like (more...)
Company: Meadow Lark Transportation
Location: Memphis
Posted on: 12/16/2019

Fullstack Lead Node Services/React UI job opening in #Memphis, Tennessee #hiring
Description: mission-critical technology and business solutions to Fortune 500 companies and some of the most recognized brands on the planet. And you ll do it with cutting-edge technologies, thanks to our close partnerships (more...)
Company: Perficient
Location: Memphis
Posted on: 12/16/2019

Log In or Create An Account

Get the latest Tennessee jobs by following @recnetTN on Twitter!

Memphis RSS job feeds