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As a Loan Originator with PNC Mortgage, you be involved in a variety of initiatives and activities supporting our fullservice mortgage company that originates, ...
As a Loan Originator with PNC Mortgage, you be involved in a variety of initiatives and activities supporting our fullservice mortgage company that originates, ...
As a Supervising Loan Officer, you will become part of PNC Mortgage, a specialized subsidiary of PNC, a fullservice mortgage company that originates, acquires, ...
As an Account Executive, you will be a member of PNC's Corporate & Institutional Banking organization. As one of the nation's largest and most diversified financial ...
The successful candidate will have the following qualifications: Evaluate mortgage and other loan applications to determine acceptability and compliance with ...
Kemper Corporate Services Inc - Gainesville, FL US
Kemper Corporation, a publicly traded billion dollar multiline insurance and financial holding company headquartered in Chicago, IL, is seeking an individual ...
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 ...
From outstanding career opportunities and advancement, to promoting a healthy work/life balance through special benefits and programs, Bank of America supports ...
From outstanding career opportunities and advancement, to promoting a healthy work/life balance through special benefits and programs, Bank of America supports ...
The Assistant Client Account Manager (CAM) is responsible for carrying out the daytoday delivery of client account services under the supervision of the Associate ...
Title: Private Client VP/Senior Account Executive - Ft. Lauderdale, FL *Future Opportunities* Location: FL-Ft Lauderdale - 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 Private Client VP/Senior Account Executive has responsibility for the management, retention and development of his/her assigned client households. Each Account Executive will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm . The Account Executive is the lead for the client management team and insures the development and retention of these clients' accounts. The Account Executive works collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs.
Primary Responsibilities * Develop existing client relationships to retain and increase total assets, revenues and profitability * Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals * Effectively create the best possible customer experience and meet the clients' broad range of investment needs * Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode * Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients * Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services Education and Experience * Must have at least ten years financial services experience, with 7-10 years of sales experience Skills and Knowledge * Series 7 & 63 Securities Licenses required prior to hire * Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire) * In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning * Demonstrated consultative selling skills, Investment Consultation and Financial Planning * Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required * Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills * The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action * Strong coaching and management experience preferred, especially working in a virtual team * Understanding of operational, compliance and risk issues in the brokerage business
About Fidelity Investments Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, .
Fidelity Investments is an equal opportunity employer.
