KnoxvilleRecruiter Since 2001
the smart solution for Knoxville jobs

Financial Planner

Company: Fidelity Investments
Location: Knoxville
Posted on: December 4, 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 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 FidelityCareers.com.Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Payroll Specialist, Senior Accountant, and Accounting Assistant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Knoxville , Financial Planner, Other , Knoxville, Tennessee

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Team Truck Driver | Up to $0.57 cpm
Description: bonus driver trucks trucking Team truck drivers are among the highest compensated in Schneider's fleet. Team driving jobs in our Van Truckload Division feature a predictable work schedule, up to 0.53 (more...)
Company: Schneider
Location: Knoxville
Posted on: 12/12/2019

Dedicated Truck Driver: Earn Extra $12,000 Your First Year - $1000 Paid Every Month!
Description: Dedicated Truck Driver: Earn Extra 12,000 Your First Year - 1000 Paid Every Month Minimum Weekly Pay Paid Vacation after 1 year Don't Wait, Call Now 423-436-8047 LIMITED TIME U.S. Xpress is (more...)
Company: U.S. Xpress
Location: Knoxville
Posted on: 12/12/2019

Travel Nurse RN - Long Term Care - $1,728 per week
Description: NurseFly Travel Nursing with AHS Staffing is seeking a long term care travel nurse for a travel nursing job in Knoxville, Tennessee:- Specialty: Long Term Care- Discipline: RN- Start Date: 12/16/2019- (more...)
Company: NurseFly Travel Nursing
Location: Knoxville
Posted on: 12/12/2019


Class A CDL Truck Drivers
Description: 100 OWNER OPERATOR, 100 FLATBED, 80 PAID TO YOU IT DOESN'T GET MUCH BETTER THAN THAT. Come and join the Carrier One team We believe in paying you what you deserve. Start earning 80 of linehaul, (more...)
Company: Carrier One
Location: Knoxville
Posted on: 12/12/2019

Owner-Operator Truck Driver
Description: owner operator driver trucks trucking Make up to 175,000 in potential annual revenue by choosing what freight you haul with Schneider's Van Choice program. Owner-operator truck drivers can select loads (more...)
Company: Schneider
Location: Knoxville
Posted on: 12/12/2019

Over-the-Road (OTR) Tanker Truck Driver | Up to $0.57 cpm | Up to $2,500 Sign-on Bonus
Description: bonus driver trucks trucking Over-the-Road OTR Tanker CDL truck drivers travel the country and earn up to 0.53 per mile up to 80,000 per year with accessorial pay . OTR Tanker drivers get home (more...)
Company: Schneider
Location: Knoxville
Posted on: 12/12/2019

CDL-A Owner Operator Truck Driver - $1.00-MILE BASE PAY!
Description: Solo Owner Operators Earn 1.00 Per Mile Base Pay JCT Welcomes All Celadon Drivers We Can Have You In Orientation This Week Are you in it for the long haul John Christner Trucking is. 32 years
Company: John Christner Trucking
Location: Knoxville
Posted on: 12/12/2019

Wireless Sales Expert (FT) - Inside Costco
Description: US-TN-Farragut WIRELESS SALES EXPERT WSE Headquartered in Seattle, Washington, Wireless Advocates is a third-party provider of wireless products and services both online and in approximately 600 retail (more...)
Company: Wireless Advocates
Location: Knoxville
Posted on: 12/12/2019

CDL-A Team Lease Purchase Truck Driver - $1.05-MILE BASE PAY!
Description: Call Today to Learn More About Our NO CASH DOWN Lease Purchase Program for Teams JCT Welcomes All Celadon Drivers We Can Have You In Orientation This Week NEW - EAST/WEST DEDICATED ROUTES FOR (more...)
Company: John Christner Trucking
Location: Knoxville
Posted on: 12/12/2019

CDL-A Team Owner Operator Truck Driver - $1.05-MILE BASE PAY!
Description: Owner Operator Teams Earn 1.05 per Mile Base Pay JCT Welcomes All Celadon Drivers We Can Have You In Orientation This Week NEW - EAST/WEST DEDICATED ROUTES FOR TEAMS Are
Company: John Christner Trucking
Location: Knoxville
Posted on: 12/12/2019

Log In or Create An Account

Get the latest Tennessee jobs by following @recnetTN on Twitter!

Knoxville RSS job feeds