Regional Planning Consultant Arizona
Regional Planning Consultant – Arizona
Title: Regional Planning Consultant – Arizona
Location: AZ-Scottsdale – Investor Center
The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity’s distribution organization and its customers. The role is to increase the usage and delivery of Fidelity’s guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented. Main responsibilities:
- Provide a high-level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection.
- This role involves personal contact with customers on topics that take a high degree of specialized knowledge.
Price:
Location
85258 Scottsdale, USA
Investment Services Administrator
Job: IRC30056
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Description
Position title Investment Services Administrator
Location Concord, NH, US
Detailed Description
Accurately process incoming investment business within 24 hour internal standards. Process all business in accordance with FINRA, SEC and LFS regulations and guidelines. Review all incoming investment documents for completeness, proper approvals and licensing. Responsible for daily workflow review and any assigned tasks and responsibilities. Duties are to provide service excellence to the LFS field force as it relates to the administration of all LFS investment processing. Accurately answer questions from employees and representatives regarding administrative procedures. Liaison to broker/dealer’s clearing firms, advisory relationships, and direct check and application business vendors.
Price:
Location
3301 Concord, USA
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