GastoniaRecruiter Since 2001
the smart solution for Gastonia jobs

Relationship Manager - Charlotte, NC

Company: Fidelity Investments
Location: Gastonia
Posted on: March 25, 2020

Job Description:

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 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 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 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 Organization Fidelity 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. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Relationship Management We welcome those with experience in jobs such as Business Services Representative, Account Executive, and Field Sales and others in the Sales to apply.

Keywords: Fidelity Investments, Gastonia , Relationship Manager - Charlotte, NC, Executive , Gastonia, North Carolina

Click here to apply!

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

I'm looking for
in category
within


Other Executive Jobs


Front-End Manager - Salaried
Description: Position Title:-- Front End Manager -- Department:------ Operations -- Supervisor:-------- Branch Manager -- FLSA:-------------------------- Exempt Salaried -- Position Summary: Ensures that product (more...)
Company: Restaurant depot
Location: Charlotte
Posted on: 04/9/2020

Student Aid/Temp - Emergency Preparedness & Disaster Management
Description: Job Req ID: 445864 br br Position Number: 0000000 br br Employment Type: PRN br br Shift: Variable br br Shift Details: Varies br br Standard Hours: 4 br br Department Name: Temporary (more...)
Company: Atrium Health
Location: Charlotte
Posted on: 04/9/2020

Senior Technical Product Manager (SISW-PLM)
Description: Job Description: br --- -------------------- Work with internal and external customers to directly identify unmet needs and translate them in directions and goals for the product owner team so they (more...)
Company: Siemens Mobility
Location: Charlotte
Posted on: 04/9/2020


Floor Manager
Description: Position Title:-- Floor Manager -- Department:------ Floor -- Supervisor:---------- Assistant Branch Manager/Branch Manager -- FLSA:-------------------------- Exempt -- Position Summary: Responsible for (more...)
Company: Restaurant depot
Location: Charlotte
Posted on: 04/9/2020

General Manager
Description: What you'll doWe are currently hiring General Managers who hold our same high standards of quality, food safety and providing a great customer service experience. Would manage and ensure achievement of (more...)
Company: Wendy's
Location: Charlotte
Posted on: 04/9/2020

Project Manager
Description: Charlotte, North Carolina Skills Agile,PMP,Project Manager Description Important
Company: Collabera
Location: Charlotte
Posted on: 04/9/2020

Operational Risk Manager
Description: Job Description : Job Description This position is a multi-level position Compensation Grades 48 - 49 .Responsible for establishing and directing execution of the operational risk policy, framework, (more...)
Company: SunTrust Banks
Location: Charlotte
Posted on: 04/9/2020

CEI PROGRAM MANAGER
Description: Position:CEI Program Manager br br Requisition Number: 2020-2610-02 br br S ME is an employee-owned engineering firm that provides civil, geotechnical, environmental, planning, landscape architecture, (more...)
Company: S&ME, Inc.
Location: Charlotte
Posted on: 04/9/2020

Business Continuity/Disaster Recovery Testing Manager
Description: Job Description : Job Description Provides leadership and direction to managers and/or professionals with broad focus on information security governance, including business compliance reviews, consulting (more...)
Company: SunTrust Banks
Location: Charlotte
Posted on: 04/9/2020

Branch Manager
Description: Position Title:-- Branch Manager -- Department:------ Management -- Supervisor:---------- Regional Manager -- FLSA:---------------------------- Exempt -- Position Summary: Ensure efficient operation of (more...)
Company: Restaurant depot
Location: Charlotte
Posted on: 04/9/2020

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Gastonia RSS job feeds