Private Client VP,Senior Account Executive - Portland, ME
Fidelity Investments - Portland, ME

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Fidelity 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

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives
offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effective service, and successfully anticipate clients’ emerging needs . At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, you’ll also be building your career.

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
Qualifications
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, visit www.fidelity.com .

Fidelity Investments is an equal opportunity employer.

Job : Wealth Management
Primary Location : ME-Portland - Investor Center

Schedule : Full-time
Job Level : Manager
Education Level : Bachelor's Degree (±16 years)
Job Type : Standard
Shift : Day Job
Overtime Status : Exempt
Travel : Yes, 25 % of the Time

Fidelity Investments - 18 months ago - save job - block
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Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of...