We apologize for the inconvenience but the job you are looking for has been filled or it has been removed by the recruiter. For your reference, the original listing is shown at the bottom of this page.
Listed below are the top 10 out of 135 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Orlando, FL
State Farm Insurance and Financial Agency - Melbourne, FL US
Insurance and Financial Services Position State Farm Agent Team Member Are you outgoing and customerfocused? Do you enjoy working with the public? If you ...
GlobalOptions, a national investigations firm, is currently looking for someone with experience in high volume billing to join our Orlando, Florida team. This ...
Job Description: Adecco, the world leader in workforce solutions, has teamed up with a global leader in personal and business finance. Together, we are bringing ...
Make incredible commissions and incredible memories! Do you have WVO InHouse product knowledge experience? Wouldn't you love to be off Holiday's and Sundays? ...
Envision your career with one of the world's largest hospitality companies. With over 7,000 hotels, 145 Vacation Ownership Resorts, 200,000 rental units and ...
Director of Claims Commercial Auto and Property Orlando, FL Our client is currently searching for an experienced Director of Claims focused in Commercial ...
Position Description: Infinity Insurance Company is seeking an automobile Claim Adjuster Trainee. In this role, you'll learn to investigate, negotiate & settle ...
Reference Code: 12015984 Location: Orlando, FL, USA Education Level: High School Diploma/GED Description CFS Loss Mitigation Specialist 1 The CFS Loss Mitigation ...
Liberty Mutual Insurance Helping people live safer, more secure lives since 1912, Bostonbased Liberty Mutual Insurance is a diversified global insurer and ...
Job ID: 20400 Position Description: Ellucian is a global leader in services, technologies and expertise to help educational organizations succeed in a dynamic ...
For your reference, we have included the original job posting below.
Investor Center Account Executive - Orlando, FL *Future Opportunity*
Job Number:
42923979
Company Name:
Fidelity Investments
Job Location:
Orlando, FL US
Job Category:
Accounting & Finance
Investor Center Account Executive - Orlando, FL *Future Opportunity*
Title: Investor Center Account Executive - Orlando, FL *Future Opportunity* Location: FL-Orlando - Investor Center 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
The role of the Financial Planning Consultant (FPC) is to develop strong relationships (prospects and clients) within the community while growing the retail customer base. The FPC is expected to sell the full range of financial products and services through prospecting, lead utilization, referrals and local market development efforts. At the same time deliver high levels of customer satisfaction and focus on customer needs.
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.
Education and Experience * 5 or more years of financial services and sales 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, .
