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Personal financial advisor

Fidelity Investments

This is a Full-time position in Marin City, CA posted December 2, 2019.

RelationshipManager We believe as a Relationship Manager, you will befacilitating relationships with Fidelity’s most valuable and lucrative clients.Through your honesty and integrity, we know you will inspire client dedicationand engagement in order to develop long-lasting, positive relationships withFidelity.

You will learn how to handle a book of business and successfullymarket the book for sales opportunities.

You will see your impact on thebusiness and have rewarding interactions with clients every single day.

The ExpertiseWe’re Looking For Building long-lasting meaningful relationshipswith clients HowYour Work Impacts the Organization Fidelity Investments is committed to delivering the bestcustomer experience in the financial services industry.

We help millions ofpeople save and invest through personal investment accounts and workplacesavings 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, retirementplanning, income strategies, and college planning services, as well asintegrated 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 Accounts Receivable Clerk, Bilingual Customer Service , and Residential Real Estate Agent and others in the Accounting and Finance to apply.

by Jobble