HuntersvilleRecruiter Since 2001
the smart solution for Huntersville jobs

Relationship Manager - Charlotte, NC

Company: Fidelity Investments
Location: Huntersville
Posted on: March 26, 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 Senior Account Manager, Account Manager, and Sales Executive and others in the Sales to apply.

Keywords: Fidelity Investments, Huntersville , Relationship Manager - Charlotte, NC, Other , Huntersville, North Carolina

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Insurance and Financial Sales - LIFE INSURANCE LICENSED REQ'D (Greenville,SC)
Description: CURRENT LIFE INSURANCE LICENSE REQUIRED TO BE CONSIDERED Are you an individual with a strong desire to succeed in the business world and help families at the same time We have a wide range of mortgage (more...)
Company: The Alliance
Location: Greenville
Posted on: 04/10/2020

Franchise Owner
Description: Fish Window Cleaning is actively seeking franchise owners in the Greenville/Spartanburg area You may be wondering if starting a window cleaning business is right for you. You're not alone Many of our (more...)
Company: FISH Window Cleaning
Location: Spartanburg
Posted on: 04/10/2020

Member Frontline Cashier
Description:
Company: Sam's Club
Location: Rock Hill
Posted on: 04/10/2020


HVAC Installers
Description: 1500 Sign-On Bonus Corley Plumbing Air Electric is growing amp we are now hiring HVAC Installers Our team describes working at Corley like this: It's a family oriented environment. I'm empowered (more...)
Company: Corley Plumbing Air Electric
Location: Greenville
Posted on: 04/10/2020

Food / Convenience Delivery Assistant
Description: Food / Convenience Delivery AssistantLocation: Sheetz Distribution Services - Burlington, NCPRIMARY PURPOSE OF THIS POSITION Assist in the transportation of all products to the various Sheetz stores in (more...)
Company: SHEETZ
Location: Burlington
Posted on: 04/10/2020

Business Support Consultant 3
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application (more...)
Company: Wells Fargo Bank
Location: Kannapolis
Posted on: 04/10/2020

Network Voice Data SME
Description: Job Description Minimum requirement is a bachelor's degree in Computer Science or related discipline or the equivalent of 5 years of demonstrated experience as a Network Voice SME with the qualifications (more...)
Company: Alliance of Professionals & Consultants
Location: Greenville
Posted on: 04/10/2020

CDL-A Company Truck Driver - Home Weekly
Description: Drivers averaging .63 CPM and earn up to 1,200 Weekly Minimum Pay Driving Flatbed Join Montgomery Transport, where we offer CDL-A truck drivers a promising flatbed career with industry-leading pay, (more...)
Company: Montgomery Transport
Location: Hickory
Posted on: 04/10/2020

CDL-A Company Truck Driver - Home Weekly
Description: Drivers averaging .63 CPM and earn up to 1,200 Weekly Minimum Pay Driving Flatbed Join Montgomery Transport, where we offer CDL-A truck drivers a promising flatbed career with industry-leading pay, (more...)
Company: Montgomery Transport
Location: Spartanburg
Posted on: 04/10/2020

DATA SCIENCE AUDIT MODEL DEVELOPMENT
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Rock Hill
Posted on: 04/10/2020

Log In or Create An Account

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

Huntersville RSS job feeds