the smart solution for Phoenix jobs

Financial Consultant Program - Relationship Manager - Glenda

Company: Fidelity Investments
Location: Glendale
Posted on: January 15, 2019

Job Description:

We believe as a Relationship Manager, you will be facilitating relationships with Fidelitys 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 Were 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 clients 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 OrganizationEmployer 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. For information about working at Fidelity, visit

        Employer is an equal opportunity employer.

        Keywords: Fidelity Investments, Phoenix , Financial Consultant Program - Relationship Manager - Glenda, Executive , Glendale, Arizona

        Click here to apply!

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

        I'm looking for
        in category

Other Executive Jobs

Manager, Information Security Response
Description: As a member of the Information Security leadership team, the Manager, Security Response plays an important role in helping to define the direction for the team and managing security incident response (more...)
Company: Choice Hotels
Location: Phoenix
Posted on: 01/19/2019

Clinical Director - Strong or Background
Description: The clinical director is responsible for overseeing and developing the ambulatory surgical center's clinical departments through key tasks such as hiring, evaluating, mentoring, scheduling, and supervision. (more...)
Company: United Surgical Partners International
Location: Phoenix
Posted on: 01/19/2019

Management Trainee - Bilingual in Spanish
Description: Job DescriptionPosition ul li The Bilingual Management Trainee is responsible for ldquo Learning the Business rdquo as it applies to Specialty Textile Services STS . All facets of the operation (more...)
Company: Specialty Textile Services
Location: Phoenix
Posted on: 01/19/2019

Outside Sales/Route Sales Manager - Full Training
Description: Outside Sales/Route Sales Manager - Full Training Build a Great Career and a Great Life. Feel the freedom independence of managing your own protected route selling our National brands. Join our team (more...)
Company: Mac Tools
Location: Phoenix
Posted on: 01/19/2019

Hospice Market Manager
Description: Overview Every day is an opportunity for our associates to deeply connect with people in a profound and personal way. Our associates are the core of our mission and we know that offering them genuine (more...)
Company: Brookdale Senior Living
Location: Phoenix
Posted on: 01/19/2019

Travel Registered Nurse - Case Management RN
Description: Supplemental Health Care is a nationally recognized healthcare staffing provider partnering with a hospital in Phoenix, Arizona to provide a Case Management / Utilization Review Registered Nurse
Company: Supplemental Health Care
Location: Phoenix
Posted on: 01/19/2019

Director, Business Development
Description: Responsible for developing strategies and objectives for commercial helicopters new business development and related sales activities globally, both by supporting existing commercial structure with existing (more...)
Company: MD Helicopters, Inc.
Location: Mesa
Posted on: 01/19/2019

Director, Financial Analysis and Operational Reporting
Description: Progress Residential has a national footprint with our executive office located in Dallas, Texas, our corporate office in Scottsdale, Arizona and regional offices in Atlanta, Charlotte, Dallas, Houston, (more...)
Company: Progress Residential
Location: Scottsdale
Posted on: 01/19/2019

Public Relations Manager
Description: Position Summary: br br Make-A-Wish-- - the organization that grants life-changing wishes for children with critical illnesses - is looking to add an innovative, eager, hard-working and high-performing (more...)
Company: Make-A-Wish Foundation of America
Location: Phoenix
Posted on: 01/19/2019

RN Case Manager / Case Management / PRN
Description: The Case Manager is responsible for creating and maintaining a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet an individual's patients
Company: Case Management
Location: Mesa
Posted on: 01/19/2019

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Phoenix RSS job feeds