GrandRapidsRecruiter Since 2001
the smart solution for Grand Rapids jobs

Financial Consultant Program - Relationship Manager - Grand Rapids, MI

Company: Fidelity Investments
Location: Grand Rapids
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 hireThe Purpose of Your RoleThe 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 clienteleTheValue 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 clientsHow Your Work Impacts the OrganizationFidelity 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 Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Category: Relationship Management We welcome those with experience in jobs such as Retail Sales Representative, Payroll Specialist, and Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Grand Rapids , Financial Consultant Program - Relationship Manager - Grand Rapids, MI, Executive , Grand Rapids, Michigan

Click here to apply!

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

I'm looking for
in category

Other Executive Jobs

Physician - Medical Director - Individual Market
Description: This position is critical to Priority Healths mission of improving the health and lives of the people we serve in collaboration with the health plans provider partners and major delivery systems.-- Expectations (more...)
Company: Spectrum Health
Location: Grand Rapids
Posted on: 04/7/2020

RN/Director of Nursing - LTC (020227)
Description: JOB CODE: 020227 RN/Director of Nursing - LTC LOCATION: Kalamazoo County MI Due to internal promotion, a skilled nursing facility with over 110 beds is seeking a seasoned Nursing Director with experience (more...)
Company: Veritas Global Consulting Group, LLC
Location: Battle Creek
Posted on: 04/7/2020

Nurse Practitioner or Physician Assistant (pain management)
Description: Seeking a Pain Management Nurse Practitioner or Physician Assistant to join a great team
Company: KA Recruiting, Inc.
Location: Grand Rapids
Posted on: 04/7/2020

Physician - Medical Director
Description: This position is critical to Priority Healths mission of improving the health and lives of the people we serve in collaboration with the health plan's provider partners and major delivery systems.Provide (more...)
Company: Spectrum Health
Location: Grand Rapids
Posted on: 04/6/2020

Regional Sales/Marketing Director
Description: We are excited to announce the job opening for a Regional Sales Marketing Director Healthcare/Senior Living/Long-Term Care for our North Indiana Division.-- The Regional Sales Marketing Director (more...)
Company: Trilogy Health Services, LLC
Location: South Bend
Posted on: 04/6/2020

Senior Project Manager - Oral Care Business Unit [Ranir]
Description: Description Summary: This position is responsible for applying knowledge of engineering, technology and project management techniques to improve our launch process, efficiently execute high priority projects, (more...)
Company: Perrigo Company
Location: Grand Rapids
Posted on: 04/7/2020

Executive Director - Administrator
Description: Do you: Lead By Example Enjoy Being Rewarded For Your Success Thrive In a Customer Driven Culture Love Working With The Elderly We offer an exciting opportunity to use your skills in a purpose-focused (more...)
Company: Trilogy Health Services, LLC
Location: South Bend
Posted on: 04/7/2020

International Tax - Manager
Description: Are you a strategic thinker with first-hand knowledge across a variety of industries Do phrases like global effective tax rate reduction and efficient global cash utilization peak your interest (more...)
Company: Deloitte
Location: Grand Rapids
Posted on: 04/7/2020

Regional Sales Director, Health Systems Solutions
Description: Manages the development and execution of sales, marketing and business development activities to exceed revenue and gross margin objectives. Identifies growth opportunities within local practices, hospitals (more...)
Company: Option Care
Location: Lansing
Posted on: 04/6/2020

Fitness Director
Description: WTS International, one of the world's leading spa and fitness consulting and management firms,
Company: WTS International
Location: Kalamazoo
Posted on: 04/7/2020

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Grand Rapids RSS job feeds