OxnardRecruiter Since 2001
the smart solution for Oxnard jobs

Relationship Manager - Seal Beach, CA

Company: Fidelity Investments
Location: Rowland Heights
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 Category: Relationship Management We welcome those with experience in jobs such as Account Executive, Account Manager, and Territory Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Oxnard , Relationship Manager - Seal Beach, CA, Other , Rowland Heights, California

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Accounts Receivable Specialist
Description: ACCOUNTS RECEIVABLE SPECIALIST needed for a company located in Lake Forest . DUTIES: Collection calls Account reconciliation Cash application
Company: Confidential
Location: Lake Forest
Posted on: 04/2/2020

The Home Depot Rental – CDLA Delivery Service Technician (Pico Rivera, CA)
Description: Class A CDL Required - This position requires a CDLA Driver with endorsements for Air Brakes, familiarity with Cargo Securement, and experience driving Class 8 and Heavy-Duty trucks Must be at least (more...)
Company: Home Depot
Location: Pico Rivera
Posted on: 04/2/2020

SVP Real Estate Development
Description: Job Summary:The SVP of Real Estate Development of US Concerts is responsible for determining the venue expansion strategy of the concerts business in conjunction with business unit leaders and venue operators. (more...)
Company: Live Nation Entertainment
Location: Beverly Hills
Posted on: 04/2/2020


Data Science Intern
Description: Obsidian delivers cloud detection and response for the enterprise. The company's leadership team includes innovators from AWS, Carbon Black, Cylance, Demisto, Dome9, NYU, and VMware where they have delivered (more...)
Company: Obsidian Security Group Incorporated
Location: Newport Beach
Posted on: 04/2/2020

Senior Actuarial Analyst
Description: POSITION SUMMARY: The new Institutional Division is seeking a valuation actuary to join the valuation and modeling team. In this role, you will be working on Statutory, GAAP, and Tax valuation for Pension (more...)
Company: Pacific Life
Location: Newport Beach
Posted on: 04/2/2020

Teller - 40 Hour - Goleta
Description: Job DescriptionImportant Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen. Please make sure your profile includes (more...)
Company: Wells Fargo Bank
Location: Santa Barbara
Posted on: 04/2/2020

ERP Administrator
Description: ERP AdministratorTempest Telecom Solutions is a leading provider of infrastructure equipment and services to major telecom carriers and network operators throughout North America. Our offerings include (more...)
Company: Tempest Telecom Solutions
Location: Santa Barbara
Posted on: 04/2/2020

Teller - 40 Hour - Goleta
Description: Job Description br Important Note: If you are selected to move forward in the process, next steps for this job may include an on-line assessment and a video screen. Please make sure your profile includes (more...)
Company: Wells Fargo Bank
Location: Santa Barbara
Posted on: 04/2/2020

Jr. Client Success Representative
Description: We are looking for driven individuals to join our award winning Experience Team. This is an ideal opportunity for an individual interested in the technology industry but who may be unsure where to start. (more...)
Company: ONTRAPORT
Location: Santa Barbara
Posted on: 04/2/2020

Sales Manager
Description: Sales Manager Every employee with the Bakhtiari Automotive Group is absolutely critical to its success.We are a family-owned and operated business have been since the 1980s.Our rapid growth and fast-paced
Company: Puente Hills Subaru
Location: Rowland Heights
Posted on: 04/2/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Oxnard RSS job feeds