SouthBendRecruiter Since 2001
the smart solution for South Bend jobs

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 FidelityCareers.com.

        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

Click here to apply!

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

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Controller
Description: Manage financial functions for 20mm private company. Company has five locations and total employees of 250 Financial
Company: HF Group, LLC
Location: Fort Wayne
Posted on: 06/17/2019

Reinsurance Actuary
Description: br Zurich Insurance Company is currently looking for a Reinsurance Actuary in Group Reinsurance. This person will report to the Head of Reinsurance Analytics in North America. This position is based (more...)
Company: Zurich North America
Location: Schaumburg
Posted on: 06/17/2019

Compliance Consultant 4 - Wholesale Financial Crimes Testing and Validation
Description: Job Description br At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. We re looking for talented people who will put our customers at the center of everything (more...)
Company: Wells Fargo
Location: Chicago
Posted on: 06/17/2019


Sr. Analyst, Finance & Corporate Development (13473)
Description: Wabash National is seeking an experienced professional to develop decision-making analytics and assist in driving finance and mergers acquisitions initiatives. This is a significant role with high visibility (more...)
Company: Wabash National
Location: Lafayette
Posted on: 06/17/2019

Financial Services Agent - Highland Park
Description: The Agent OpportunityWe look for people who: Want to make a positive difference in people's lives and in their community Want a career that is both personally and financially rewarding Have key entrepreneurial (more...)
Company: State Farm
Location: Highland Park
Posted on: 06/16/2019

NMSC Analyst
Description: We are seeking an Analyst for the New Markets Support Company. NMSC delivers creative fi shy nancing solutions to expand economic opportunity and empower underserved communities across the country. We (more...)
Company: NATIONAL EQUITY FUND INC
Location: Chicago
Posted on: 06/17/2019

Senior Compensation Analyst
Description: br br Position Description: br br br Are you looking to join a team that rewards and promotes top performers --If so, join Stericycle, where team members can grow/develop their skills and are (more...)
Company: Stericycle
Location: Northbrook
Posted on: 06/17/2019

Sr. Audit Associate
Description: Our Big 4 client is currently seeking 2 qualified Auditors with Top 10 CPA firm experience for an Audit Senior Associate role in the Chicago, IL market.Responsibilities:Execute the day-to-day activities (more...)
Company: Keystone Staffing Solutions, LLC
Location: Chicago
Posted on: 06/17/2019

Electronic Payment and Fraud Analyst
Description: Electronic Payment and Fraud Analyst Needed in Evanston, IL br br Duration: 4-6 months to Permanent br br Salary: 24- 27/hr depending on experience br br Hours: Flexible 7-4, 8-5, 9-6 (more...)
Company: Kelly Services
Location: Evanston
Posted on: 06/17/2019

Financial Services Agent - Downers Grove
Description: The Agent OpportunityWe look for people who: Want to make a positive difference in people's lives and in their community Want a career that is both personally and financially rewarding Have key entrepreneurial (more...)
Company: State Farm
Location: Downers Grove
Posted on: 06/16/2019

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

South Bend RSS job feeds