Justin Long Cfp® Email & Phone Number

Henderson, Nv, Us

Henderson, Nevada, Us

Financial Independence by DesignOur goal is to inspire every client in every appointment, check in, and interaction to seek improvement of their financial situation through education and working with the right partners. Providing concierge financial planning with a differentiated client experience, through a thoughtful and detailed process.

Boston, Ma, Us

Boston, Ma, Us

The VP, Financial Consultant has responsibility for the management, retention and development of his/her assigned client households. Each VP, Financial Consultant will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm+. The VP, Financial Consultant is the lead for the client management team and insures the development and retention of these clients' accounts. The VP, Financial Consultant 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

Boston, Ma, Us

Boston, Ma, Us