RanchoCucamongaRecruiter Since 2001
the smart solution for Rancho Cucamonga jobs

Relationship Manager

Company: Fidelity Investments
Location: Rancho Cucamonga
Posted on: March 19, 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 Category: Relationship Management We welcome those with experience in jobs such as Sales Demonstrator, Medical Sales Rep, and Promotional Products Sales and others in the Sales to apply.

Keywords: Fidelity Investments, Rancho Cucamonga , Relationship Manager, Other , Rancho Cucamonga, 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


RN, Lead Case Manager (fulltime)
Description: DescriptionWhat makes Kindred Healthcare a great place to work Our people, of course Our clinicians answer this special calling because they have a fundamental, internal drive to directly help people. (more...)
Company: Kindred Healthcare
Location: Paramount
Posted on: 04/6/2020

Senior Specialist, Workforce Insights
Description: Job DescriptionENERGY FOR WHATS AHEAD br br Are you looking to make a difference in your career Were working on smarter grids, cleaner energy and tools to help people manage energy more efficiently. (more...)
Company: Southern California Edison
Location: Rosemead
Posted on: 04/6/2020

Claims Investigation Senior Specialist
Description: Job DescriptionENERGY FOR WHATS AHEAD br br Are you looking to make a difference in your career Were working on smarter grids, cleaner energy and tools to help people manage energy more efficiently. (more...)
Company: Southern California Edison
Location: Rosemead
Posted on: 04/6/2020


Deliver with Uber on your schedule
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: Santee
Posted on: 04/6/2020

Deliver Eats with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Deliver with Uber Eats on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Extra Money. You ll earn (more...)
Company: Uber Eats
Location: Santee
Posted on: 04/6/2020

Grocery Delivery (Car Required)
Description: FULL-SERVICE SHOPPERWhy shop and deliver with Instacart Instacart is the North American leader in grocery delivery. We strive to help make grocery delivery effortless, affordable, and accessible to everyone. (more...)
Company: Instacart
Location: Placentia
Posted on: 04/6/2020

Inside Sales/Appointment Setter
Description: We are actively seeking work from home customer service and appointment setting representatives. Your
Company: Morani Enterprise
Location: Covina
Posted on: 04/6/2020

Request a Mobile Signing Notary!
Description: Request a Mobile Signing Notary Certified Mobile Notary Service is our priority is in ensuring your success. There simply is no better choice for a loan signing company Certified Mobile Notary Services (more...)
Company: Certified Mobile Notary Service
Location: Poway
Posted on: 04/6/2020

Amazon Order Picker
Description: Warehouse Team Member Seasonal, Part-Time, Full-Time, Flexible Hours br br Shifts: br Overnight, Sunrise, Day, Evening, Weekend br br Location br Chino, Eastvale, Fontana Rialto br (more...)
Company: Amazon Workforce Staffing
Location: Diamond Bar
Posted on: 04/6/2020

Bistro - Courtyard Los Angeles Hacienda Heights/Orange County - (20028263)
Description: Here's To Your Journey with Courtyard With more than 330 managed locations in more than 20 countries Courtyard by Marriott offers a refreshing environment that helps guests stay connected and balanced. (more...)
Company: Marriott International, Inc.
Location: Hacienda Heights
Posted on: 04/6/2020

Log In or Create An Account

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

Rancho Cucamonga RSS job feeds