MinneapolisRecruiter Since 2001
the smart solution for Minneapolis jobs

Financial Planning

Company: Fidelity Investments
Location: Minneapolis
Posted on: June 26, 2019

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. 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.

Keywords: Fidelity Investments, Minneapolis , Financial Planning, Accounting, Auditing , Minneapolis, Minnesota

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


Financial Analyst, Global Business Solutions
Description: General Mill is seeking a Financial Analyst to provide decision support for the Global Business Solutions GBS Technology .and. Solutions IT and Global Shared Services Functions including monthly financial (more...)
Company: General Mills Inc
Location: Minneapolis
Posted on: 07/24/2019

Cash Services Cashier * New
Description: SUMMARY: To provide accurate and timely cash or cash equivalent transactions for guests and other departments. Responsible for a high level of guest service as described in your departments guest service (more...)
Company: Treasure Island Resort & Casino
Location: Lake City
Posted on: 07/24/2019

Drive with Lyft - Set your own hours and cash out when you want.
Description: What is Lyft br Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to br be a Lyft driver is the perfect opportunity for you to set your own schedule (more...)
Company: Lyft
Location: Lakeland
Posted on: 07/24/2019


Corporate Banking Credit Officer 1- Energy
Description: Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything (more...)
Company: Wells Fargo
Location: Minneapolis
Posted on: 07/24/2019

Entry Level Financial Advisor
Description: We're More Than InsuranceAt Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional (more...)
Company: Mutual of Omaha
Location: Northfield
Posted on: 07/24/2019

Enterprise Risk Consultant 4 - Operational Risk Capital Oversight
Description: Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything (more...)
Company: Wells Fargo
Location: Minneapolis
Posted on: 07/24/2019

Night Auditor
Description: SUMMARY: To audit accounts, calculate charges and oversee front desk operations. Responsible for a high level of guest service as described in your departments guest service standards. br br ESSENTIAL (more...)
Company: Treasure Island Resort & Casino
Location: Red Wing
Posted on: 07/24/2019

Financial Advisor
Description: The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should
Company: All Things Annuity
Location: Minneapolis
Posted on: 07/24/2019

Insurance Operations Manager (Relocation to Rapid City)
Description: Job SpecificationsThis important role manages the corporate insurance program. Establishes, maintains and monitors compliance of insurance and risk management procedures. Prepares loss analyses and budgets, (more...)
Company: Black Hills Energy
Location: Saint Paul
Posted on: 07/24/2019

Financial Analyst
Description: The Financial Analyst will play a key role in supporting sales analytics, along with leading the accounts receivable team.--The role will partner with the sales organization to develop customer analytics (more...)
Company: Miller Milling Company
Location: Minneapolis
Posted on: 07/24/2019

Log In or Create An Account

Get the latest Minnesota jobs by following @recnetMN on Twitter!

Minneapolis RSS job feeds