Investor Center Account Executive - Rancho Bernardo, CA - 1101995
Description
In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. That means taking care of payroll services, talent management, healthcare, life and disability benefits... so our client companies can focus on their core business. The second part - "Empower people to be more prosperous in life" - captures what we strive to do for participants and employees... whether that's saving more for retirement or making the most of their workplace benefits to live more secure and prosperous lives.
Fidelity has over 100 investor center branches across the country and continues to open multiple new branches each year. Our branches offer a full range of investor products and services to individual mutual fund and brokerage customers- including personal needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within PWI, our investor center branches represent the face of Fidelity to our customers.
Position Description
Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity's Personal and Workplace Investing business unit. In building their "books," our representatives will be working with past clients and with incoming leads to establish these long-standing relationships. It is expected that they will serve between 400 and 500 clients when they reach full capacity. Their primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts
Primary Responsibilities
- Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.
- Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.
- Positions appropriate products in the context of current needs as well as customer's long term financial plan.
- Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.
- Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.
- Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.
- Attain designated business goals (Customer Satisfaction, Households, Net Flows).
- Support and champion branch Customer Experience Index initiatives.
- Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.
- Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.
- Demonstrates leadership and act as a resource for other financial representatives.
- Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.
- Educates customers to use technology to monitor, maintain and manage their investments.
Qualifications
Education and Experience
- 5 + years of direct sales experience working with high net worth clients
- 7 + years of work experience
- Bachelors degree preferred
- CFP, CRA or CMFC a plus
Skills and Knowledge
- Series 7 & 63 required prior to hire
- Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)
- PC Skills and systems knowledge
- Excellent communication and presentation skills
Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.
Job: Financial Sales
Primary Location: CA-Rancho Bernardo - Investor Center
Schedule: Full-time
Job Level: Individual Contributor
Education Level: Bachelor's Degree (?16 years)
Job Type: Standard
Shift: Day Job
Overtime Status: Exempt
Travel: Yes, 25% of the time
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