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Central Relationship Manager – Greater Phoenix, AZ (Remote)

Fidelity Investments

This is a Full-time position in Residence City, AZ posted October 5, 2020.

Job Description:Fidelity Investments’ Racial Equity & Diversity Pledge”Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity InvestmentsCentral Relationship ManagerWe have a new and exciting opportunity for a Remote Licensed Central Relationship Manager in the Greater Phoenix Area! We offer virtual interviewing and on-boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.Your engaging personality is attractive to customers.And your instinctive tenacity is definitely attractive to us..TheExpertiseWe’re Looking For1-3 years’ experience in financial services (outbound calling experience preferred)Related sales or customer engagement experience desiredSeries 7 required prior to hireSeries 66 (63/65) preferred (paid training & support provided)Entrepreneurial spirit: comfortable working independently, within the infrastructure of a large organizationStrong technological acumen and comfort with learning how to use new toolsExcels in paperless work environment by leveraging technologyState registrations must be obtained within 3 months of hirePC/Windows skills a mustAbility to work 100% percent remotelyBilingual in Spanish and English is a plusThePurposeof Your RoleThis Central Relationship Manager position needs exactly your kind of energy and drive. You will focus on engaging current and potential clients via phone and written correspondence. Working in partnership with a Financial Consultant, you will build the path to an enhanced client experience and drive asset development. You will also leverage monthly sales plays, discuss asset consolidations and execute sales interactions that advance the sales cycle.TheSkillsYou BringAn understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial marketsYour excellent communication and interpersonal skills with clients, business partners, team and departmentYour ability to thrive in a fast-paced deadline environmentA broad understanding of investment options for the high-net-worth clientA comfort with making outbound callsOur Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity InvestmentsClick here for a story about how we are helping our employee’s payback their student loan debtTheValueYou DeliverYou are key to the Fidelity relationship strategyDeepening client relationships through long term guidanceCollaborating with the Relationship Manager team company wideLeading the client contact strategyCreating long lasting meaningful relationships with clientsHow Your WorkImpactsthe 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 OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to be an employer of choice. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.Fidelity Investments is an equal opportunity employerCertifications:Series 07 – FINRACompany OverviewAt 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.PDN-917e1acb-6575-4ccf-bec5-32646b6aedd3