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Financial Planner

Company: Fidelity Investments
Location: South Bend
Posted on: June 12, 2019

Job Description:

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your customers, and make an impact on the lives of others. Come join a team of like-minded professionals dedicated to the financial well-being of our customers. At Fidelity, we give you the tools so you can create your future.

The Expertise We re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations preferred or required within 3 months of hire
  • A college degree is preferred The Purpose of Your Role

    The Relationship Manager is an essential member of the branch team responsible for identifying new areas of opportunity to retain & grow Fidelity assets, and deepening client relationships. Here, you will use your passion, insight and motivation to work alongside financial consultants and their dedicated books of high net worth clients.

    The Skills You Bring
    • Your interpersonal and communication skills are unmatched, and you are enthusiastic to interact with and advocate for our customers
    • You have a fundamental understanding of the planning process, and your ability to educate allows you to naturally uncover your customers needs
    • Your professionalism and polished communication style are compatible with high net worth clientele The Value You Deliver
      • You are key to the Fidelity relationship strategy
      • You are sensitive to the diverse needs of others and are passionate about providing solutions
      • Deepening client relationships through long-term guidance
      • Leading the client contact strategy How Your Work Impacts the Organization

        Working in our Investor Center, you will act as an extension of our Financial Consultants providing supplemental financial planning along with high touch support for more complex service needs. Fidelity has an open architecture, allowing you to partner with our Financial Consultants to provide comprehensive and complex investment solutions. At Fidelity, you ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits . While you build relationships here, you will also be building your career!

        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

        Fidelity Investments is an equal opportunity employer.

        Associated topics: agent, broker, call center, commission, lead sales agent, life insurance sales, retail, sales, sales agent, sales associate

Keywords: Fidelity Investments, South Bend , Financial Planner, Accounting, Auditing , South Bend, Indiana

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