High Net Worth Service Associate
il y a 2 jours
Job Description: To be eligible for consideration of this role, your primary residence m ust be located within a 90 mile radius at the time of application from the approved branch sites listed below: Nashville, Franklin As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Relationship Management, Sales Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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Wealth Management Sales Consultant
il y a 3 jours
Nashville, Tunisie MassMutual Temps pleinThe Opportunity As a Wealth Management Sales Consultant, you will be responsible for expanding our client base, providing personalized financial advice, and leveraging diverse expertise from outside our immediate geographic area (Mid-West). The Team To enhance our wealth management services, we have restructured our existing team to include four Regional...
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Associate Director Meeting and Events
il y a 6 jours
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Associate Director Meeting and Events
il y a 1 semaine
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Associate Director Meeting and Events
il y a 7 jours
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Associate Director Meeting and Events
il y a 2 semaines
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Associate Director Meeting and Events
il y a 1 semaine
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Associate Director Meeting and Events
il y a 1 semaine
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Associate Director Meeting and Events
il y a 4 jours
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Associate Director Meeting and Events
il y a 2 jours
Nashville, Tunisie HealthTrust Temps pleinDescription Introduction Do you want to join an organization that invests in you as an Associate Director Meeting and Events? At HealthTrust, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years. Benefits HealthTrust, offers a total rewards package that supports the...
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Seasonal Business Tax Associate
il y a 3 jours
Nashville, Tunisie Intuit Temps pleinSeasonal Business Tax Associate at Intuit summary: The Seasonal Business Tax Associate provides expert guidance and prepares complex business tax returns for partnerships and S corporations using TurboTax Business products. They leverage extensive knowledge of federal and state tax laws to assist customers in completing tax filings, offering tax advice and...
