field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Relationship Manager - Greenville, DE

<p>Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.</p><p>Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen <strong>Culture - Insperity</strong><strong>.</strong></p><p>We have received numerous workplace awards, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News &amp; World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized as a certified Great Place to Work®, and for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. To learn more about sales careers with Insperity, <strong>Sales - Insperity</strong><strong>.</strong></p><p><strong>Why Insperity?</strong></p><p><strong>Work-Life Balance:&nbsp;</strong>We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.</p><p><strong>Career Growth:</strong> Insperity provides many ways to grow with the company. We offer continuous learning programs, world-class onsite training at corporate headquarters, mentorship opportunities and education reimbursement.</p><p><strong>Well-Being:&nbsp;</strong>Our total rewards package includes 19 days paid time off, 9 paid holidays, top-tier medical, dental and vision benefits, health &amp; wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.</p><p><strong>Competitive Compensation:</strong> In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips.</p><p><strong>Outside Sales Consultant (Business Performance Advisor)</strong></p><p>We’re in search of salespeople who know that making a sale is about being an advisor – helping the client find the right solution for their unique human resource needs. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.</p><p><strong>You’ll get:</strong></p><p>•&nbsp; &nbsp;&nbsp;The resources needed to be successful, including training at corporate headquarters, face-to-face leadership and small-team mentorship/collaboration.</p><p>•&nbsp; &nbsp;&nbsp;Marketing support, and a team to help nurture your network through company-sponsored events.</p><p>•&nbsp; &nbsp;&nbsp;The stability of a recession-proof industry, and the excitement of a growing company!</p><p><strong>You are:</strong></p><p>•&nbsp; &nbsp;&nbsp;Consultative – You’d rather build relationships and recommend the best solution based on needs and challenges.</p><p>•&nbsp; &nbsp;&nbsp;Motivated by a big payoff – We’re talking long-term residual income.</p><p>•&nbsp; &nbsp;&nbsp;Business savvy – Maybe you’ve had your own business or have the spirit of an entrepreneur. Either way, you know the heart of a business owner.</p><p>•&nbsp; &nbsp;&nbsp;Good with people – You’re able to take on an advisory role with the C-suite in a professional manner.</p><p>•&nbsp; &nbsp;&nbsp;Connected – You’re growing a network of business executives who can help expand your sales pipeline.</p><p><strong>What you’ll do:</strong></p><p>•&nbsp; &nbsp;&nbsp;Identify small and midsized businesses to offer Insperity’s human resource services and technology.</p><p>•&nbsp; &nbsp;&nbsp;Call on business owners virtually and in person to explain how Insperity’s HR solutions can help solve their challenges.</p><p>•&nbsp; &nbsp;&nbsp;Engage your network and build lasting partnerships.</p><p><em>At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.</em></p>

2 Project Management / Professional Services Jobs in New Castle County