JacksonvilleFLRecruiter Since 2001
the smart solution for Jacksonville jobs

Account Management Representative

Company: Fidelity Investments
Location: Jacksonville
Posted on: December 5, 2019

Job Description:

We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with FidelityThe --Expertise --We------re Looking For

  • Series 7 (required)
  • Series 66 within 30 days of hire
  • Minimum of 3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts
  • Shown customer service, relationship management and sales skillsThe --Purpose --of Your RoleClient Management Representatives help support and consult Fidelity clients who have a managed portfolio.The --Skills --You Bring
  • A strong verbal and written communication skills
  • Your ability to effectively influence others
  • Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task
  • Have a robust time management and organizational skills
  • Bring a comprehensive understanding of tax and retirement issues
  • Having previous experience consulting with clients or possess a dream to learn this approachThe --Value --You Deliver
  • Educating clients on an ongoing basis regarding asset allocation
  • Conducting annual reviews of client------s profiles to ensure suitable portfolio allocations
  • Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
  • Conducting welcome calls with new clients to solidify the relationship and outline the service model
  • Resolving service requests in coordination with PAS Service SpecialistsHow Your Work --Impacts --the OrganizationThe Client Relationship Manager is part of Fidelity------s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You------ll be the one who will personally work with them to help achieve their dreams- whether that------s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that------s why we------ll surround you with amazing, supportive people and all the tools you need.
    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. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Area Sales Manager, Dental Sales Manager, and Sales Associate and others in the Sales to apply.

Keywords: Fidelity Investments, Jacksonville , Account Management Representative, Executive , Jacksonville, Florida

Click here to apply!

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

I'm looking for
in category

Other Executive Jobs

Carrier Procurement & Pricing Manager
Description: This key position will have a direct impact to the commercial success of YLA by designing and pricing control tower and optimized transportation operations. This position will establish, present and defend (more...)
Company: Yusen Logistics (Americas) Inc.
Location: Jacksonville
Posted on: 12/10/2019

IT Director, Non Standard Auto
Description: Location s Jacksonville FLDetails br br Kemper Services Group is seeking to hire an Information Systems Director for our Jacksonville office. Under general direction, manages a number of departments (more...)
Company: Kemper
Location: Jacksonville
Posted on: 12/9/2019

Supervisor, Case Management
Description: Supervisor, Case Management USA-Florida-Sunrise, USA-Florida-Jacksonville, USA-Florida-Maitland Position Purpose: Supervise the day to day operations of the case management function. Communicate with (more...)
Company: Cenpatico
Location: Jacksonville
Posted on: 12/10/2019

Electrical Preconstruction Manager
Description: ELECTRICAL PRECONSTRUCTION MANAGER - JACKSONVILLE, FL Delta Construction Partners is a national executive search firm for the nation's premier electrical contractors and industry professionals. Delta (more...)
Company: Delta Construction Partners, Inc.
Location: Jacksonville
Posted on: 12/10/2019

Installation Management Manager
Description: Recruiter KBR Location Jacksonville, Florida Salary Competitive Posted 05 Dec 2019 Closes 04 Jan 2020 Ref Sector Engineering Category Management Contract Type Permanent Hours Full Time You need (more...)
Company: KBR
Location: Jacksonville
Posted on: 12/10/2019

Chief Advancement Officer
Description: The Bolles School Job Description Job Title: Chief Advancement Officer FLSA Classification: Exempt Reports To: President, Head of School The Bolles School, a Northeast Florida independent college preparatory (more...)
Company: The Bolles School
Location: Jacksonville
Posted on: 12/10/2019

Office & Communications Manager
Description: River Phoenix Center for PeacebuildingA Nonprofit Organization in Gainesville, FloridaAn Equal opportunity employerJob Title:Office Communications ManagerTime:Full-time - 40 hour week -Reporting Relationship: (more...)
Company: River Phoenix Center for Peacebuilding
Location: Gainesville
Posted on: 12/10/2019

Retail Store Manager in Training
Description: Retail Store Manager in Training RETAIL STORE MANAGER-IN-TRAINING FINE TAILORED CAREERS Every day is a day to make somebody smile at Men's Wearhouse, a division of Tailored Brands. We help people love (more...)
Company: The Men's Wearhouse, Inc
Location: Jacksonville
Posted on: 12/9/2019

RN Case Management Nurse
Description: We Are Hiring RN-Case Mgmt - Nursing Admin SNF 001 - Full-Time,Day - St Catherine Laboure Place - Jacksonville,FLWhy Join Ascension Senior Living and Long-Term Care CommunitiesAs a subsidiary of Ascension, (more...)
Company: Ascension, B94
Location: Jacksonville
Posted on: 12/9/2019

Product Marketing Manager
Description: Product Marketing Manager Marketing - San Francisco, CA - Denver, CO - Austin, TX - Chicago, IL At HireVue, our Hiring Intelligence platform is transforming the way companies discover, hire, and develop (more...)
Company: Hirevue
Location: Jacksonville
Posted on: 12/10/2019

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Jacksonville RSS job feeds