SouthBendRecruiter Since 2001
the smart solution for South Bend jobs

Financial Consultant Program - Relationship Manager - South Bend, IN

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 preferredThe 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 clienteleThe 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 strategyHow 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 . 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: health, inside sales, insurance agent, insurance sales, lead sales agent, retail, sales associate, sales position, sales professional, sell

Keywords: Fidelity Investments, South Bend , Financial Consultant Program - Relationship Manager - South Bend, IN, Executive , South Bend, Indiana

Click here to apply!

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

I'm looking for
in category

Other Executive Jobs

Strategic Sourcing Manager
Description: Position Summary: br br Ed Miniat LLC is looking for a Strategic Sourcing Manager ready to make an impact. The ideal candidate must be self-motivated, innovative, and willing to drive cost savings (more...)
Company: Miniat Holdings LLC
Location: South Holland
Posted on: 06/26/2019

Outside Sales/Route Sales Manager - Full Training
Description: Sales job title: Outside Sales/Route Sales Manager - Full TrainingBuild a Great Career and a Great Life.Sales job title: Outside Sales/Route Sales Manager - Full TrainingFeel the freedom independence (more...)
Company: Mac Tools
Location: Stone Park
Posted on: 06/26/2019

Description: WISE UP: Aging with Attitude, formerly known as North Shore Village, is looking for a multifaceted leader. Our nonprofit serves local older adults through a small staff, a corps of volunteers also older (more...)
Company: Mather LifeWays
Location: Evanston
Posted on: 06/26/2019

CEO-Minded, Agency Ownership Business Development Opportunity
Description: For more than 65 years, Meemic Insurance Company has offered customized insurance protection for educators, staff and administrators. Meemic also sponsors The Meemic Foundation, which provides financial (more...)
Company: MEEMIC Insurance Company
Location: Chicago
Posted on: 06/26/2019

Knowledge Manager
Description: Tracking Code br br 2759-737 br br Job Description br br HOK is a global design, architecture, engineering and planning firm. With offices around the globe, we create a better world through (more...)
Company: HOK Group, Inc.
Location: Chicago
Posted on: 06/26/2019

Strategic Planning Director - Pharmaceutical/ Consumer Healthcare
Description: STRATEGIC PLANNING DIRECTOR br br At FCB Chicago, the Strategic Planning Director is not afraid to jump into the deep end and bring something new to the table every day. This person will mentor, inspire (more...)
Company: FCB
Location: Chicago
Posted on: 06/26/2019

Restaurant Assistant General Manager - Start at $55K+ / yr-Red Robin R
Description: Restaurant Assistant General Manager - Start at 55K / yr br At Red Robin our Restaurant Managers support and ensure that the restaurant operates within Red Robin International guidelines, while meeting/exceeding (more...)
Company: Red Robin
Location: Schaumburg
Posted on: 06/26/2019

Project Manager- Data Analytics
Description: Job Title: Project Manager- Data AnalyticsDuration: 10 monthsLocation: Mettawa, ILW2 hourly rateIntake Call NotesDay to day responsibilities This is an international
Company: Asen Computer Associates
Location: Libertyville
Posted on: 06/26/2019

Manager, Business Development
Description: Responsibilities br br The Manager, Business Development is a sales position with the primary responsibility for identifying new prospects, soliciting, selling and implementing Office Depot products (more...)
Company: Office Depot OfficeMax
Location: Itasca
Posted on: 06/26/2019

Enterprise Account Director - Midwest
Description: pymetrics yes, lower case p is the leader in 21st century hiring. Using neuroscience games and big data, we are reinventing the recruiting industry by matching candidates to jobs and companies where (more...)
Company: pymetrics
Location: Chicago
Posted on: 06/26/2019

Log In or Create An Account

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

South Bend RSS job feeds