NewYorkRecruiter Since 2001
the smart solution for New York jobs

Financial Planner

Company: Fidelity Investments
Location: Albertson
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, Staff Accountant, and Senior Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New York , Financial Planner, Other , Albertson, New York

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Physician: Dermatologist Needed in New York | JOB-2602504
Description: An exciting dermatologist opportunity is now available in New York. You will start strong by taking care of the current overflow and then build your practice. You will do biopsies and excisions and they (more...)
Company: CompHealth
Location: White Plains
Posted on: 12/6/2019

Work in Retail? Earn Extra Cash Delivering Groceries
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: West Babylon
Posted on: 12/6/2019

Get paid to grocery shop. Hit milestones along the way
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: West Babylon
Posted on: 12/6/2019


Stock Lead
Description: At Raymour Flanigan, we recognize and appreciate all of our team members' hard work and dedication. We pride ourselves on being a long term, privately held company that takes care of its associates (more...)
Company: Raymour & Flanigan
Location: White Plains
Posted on: 12/6/2019

Life Internal Wholesaler
Description: Life Internal Wholesaler Apply Now Start apply with LinkedIn Start Please wait... Date: Nov 23, 2019 Location: White Plains, NY, US Company: New York Life Insurance Co A career at New York Life offers (more...)
Company: New York Life
Location: White Plains
Posted on: 12/6/2019

Experienced OTR Company Truck Drivers
Description: CDL-A TRUCK DRIVER - HOME WEEKLY Enjoy Huge Earnings amp Weekly Home Time At EPES Transport, we re hiring experienced CDL-A Truck Drivers for regional opportunities that offer guaranteed high miles (more...)
Company: Epes Transport System Inc
Location: White Plains
Posted on: 12/6/2019

Lead Driver / Mover | $19 - $23/hr! (Yonkers)
Description: Description Clutter is an on-demand, physical storage and moving, technology company that is disrupting the 50B/year self-storage and moving industries . We are hiring Part-time Lead Drivers (more...)
Company: Clutter
Location: White Plains
Posted on: 12/6/2019

Lead Driver / Mover - $19 - $23/hr! (Yonkers)
Description: DescriptionClutter--is an--on-demand, physical storage and moving, technology company--that is--disrupting the 50B/year self-storage and moving industries. We are hiring--Part-time Lead Drivers /--Movers--with (more...)
Company: Clutter
Location: White Plains
Posted on: 12/6/2019

Mechanics - Technicians - Mac Tools Auto Route + Training
Description: Build a Great Career and a Quality Life with Mac Tools. Feel the freedom and independence of working on your own, in a stress free environment - with no one to answer to, except yourself Join the family (more...)
Company: Mac Tools
Location: White Plains
Posted on: 12/6/2019

Professional shopper make up to $22 an hour
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: West Babylon
Posted on: 12/6/2019

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

New York RSS job feeds