CincinnatiOHRecruiter Since 2001
the smart solution for Cincinnati jobs

Financial Consultant Program - Relationship Manager - Cincinnati, OH

Company: Fidelity Investments
Location: Cincinnati
Posted on: December 5, 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 required1-3 years in financial services with an emphasis in customer serviceSales experience and knowledge of the financial markets and productsStrong social skills and the ability to deliver highly personalized service to each clientThrive in a compliance driven, dynamic, and deadline driven environmentAbility to think creatively and be comfortable making decisionsA series 7 and series 63 license that are current and in good standingYou 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 BringYou are able to drive targeted appointments that improve engagement with clientsYou give specialized service and standout experiences to your clientsYou are sales focused and knowledgeable about financial planningYou are known for your excellent communication skills both written and verbalYou have a vested interest in being an advocate for your clientsYou are professional with a polished communication style compatible with high net worth clienteleTheValue You DeliverYou are key to the Fidelity relationship strategyDeepening client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the client contact strategyBuilding 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. We welcome those with experience in jobs such as Accounts Receivable Clerk, Controller, and Senior Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Cincinnati , Financial Consultant Program - Relationship Manager - Cincinnati, OH, Accounting, Auditing , Cincinnati, Ohio

Click here to apply!

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

I'm looking for
in category

Other Accounting, Auditing Jobs

Sr Acct Financial Reporting
Description: THIS IS A CORPORATE POSITIONResponsibilitiesSUMMARYThis position will be primarily focused on performing and delivering external financial reporting activities of Papa John's International, Inc., a public (more...)
Company: Papa John's International
Location: Louisville
Posted on: 12/9/2019

Accounting Specialist
Description: Under general supervision of the Accounting Manager, prepares and processes vendor invoices.To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. (more...)
Company: ProAmpac Holdings, Inc.
Location: Cincinnati
Posted on: 12/9/2019

Merrill Edge Financial Solutions Advisor - West Chester, Ohio
Description: Job Description:Financial Solutions Advisor II br br At Bank of America, we re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with (more...)
Company: Bank of America
Location: Hamilton
Posted on: 12/9/2019

Merrill Lynch Financial Advisor Development Program
Description: Job Description:THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR br Our advisor development program is an award-winning program 1 for professionals who wish to build a wealth management (more...)
Company: Bank of America
Location: Indianapolis
Posted on: 12/9/2019

Billing Specialist
Description: Billing Specialist ul li Resources li Careers Home li Benefits li Search Jobs li LoginBilling Specialist ul li ul li Corporate Billing li Dayton, OH, USA li Full Time li Competitive (more...)
Company: Wright State Physicians
Location: Dayton
Posted on: 12/9/2019

Leader, Incentive Compensation
Description: Requisition Number 13461 Location s Cincinnati,Ohio Position Type Full-time Shift First Eligible for Relocation No Job Description The Company Worldpay is a global payments leader powering international (more...)
Company: Vantiv
Location: Cincinnati
Posted on: 12/9/2019

Senior Financial Analyst
Description: We Are Hiring Senior Financial Analyst - BlackLine TeamMinistry Service Center - Indianapolis, INWhy Join Ascension The Ascension Ministry Service Center MSC provides business services for all of Ascension (more...)
Company: Ascension, C55
Location: Indianapolis
Posted on: 12/9/2019

Senior Pricer
Description: Description Senior Pricer HighPoint Digital, Inc. is seeking a Senior Pricing Analyst to join its team. This position reports to the Chief Financial Officer and is based in Herndon, VA. JOB DESCRIPTION (more...)
Company: HighPoint USA
Location: Indianapolis
Posted on: 12/9/2019

Collections Specialist
Description: Job Details Company Overview Supports the manager in the daily operations of the branch office. Performs branch collection activities. Duties and Responsibilities: - Provides excellent customer and dealer (more...)
Company: Security Finance
Location: Indianapolis
Posted on: 12/9/2019

Full Service Hotel Valet / All Shifts / Flexible FT & PT/ Cash tips!
Description: No other valet company can offer associates the opportunities Parking Management Company can offer Apply today, begin training next week. Now hiring for hotel properties in the Indianapolis, IN area. (more...)
Company: Parking Management Company
Location: Indianapolis
Posted on: 12/9/2019

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Cincinnati RSS job feeds