Investor Relations Director jobs in Daytona Beach, FL

Investor Relations Director directs and oversees an organization's investor relations function. Communicates with shareholders and/or the general financial community to develop and maintain positive relationships. Being an Investor Relations Director implements strategies to ensure the organization's relationships with shareholders reflect positively on the company's stock price. Requires a bachelor's degree. Additionally, Investor Relations Director typically reports to top management. The Investor Relations Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Investor Relations Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Financial Consultant, National Investor Center - Jacksonville, FL
  • Fidelity Investments
  • Daytona Beach, FL FULL_TIME
  • Job Description:

    Phone Financial Consultant

    “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

    Is it time to explore new challenges in your career?

    With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

    The Expertise We’re Looking For
    • FINRA Series 7 & 63 required prior to hire
    • Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
    • Five years financial services experience, with 3-5 years of sales experience
    • A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!
    The Purpose of Your Role

    We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

    The Skills You Bring
    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
    • Excellent knowledge of investment products
    • Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization
    • Strong technological acumen and comfort with learning how to use new tools
    • Excels in paperless work environment by leveraging technology
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action
    • Extraordinary listening and communication skills, confident public speaking, and group dynamics
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs
    Our Investments in You

    We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

    • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
    The Value You Deliver
    • No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning
    • Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
    • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
    • You are developing existing relationships to retain and increase total assets and profitability
    How Your Work Impacts the Organization

    As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.

    While you build relationships here, you will also be building your career!

    We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

    We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

    Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

    Company Overview

    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

    Join Us

    At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

    At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    We invite you to Find Your Fidelity at fidelitycareers.com.

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

    accommodations@fmr.com

    , or by calling 800-835-5099, prompt 2, option 3.

    We welcome those with experience in jobs such as Payroll Specialist, Billing, Cost, and Rate Clerk, and Accounting Manager and others in the Accounting and Finance to apply.

    About the Company:
    Fidelity Investments



  • 22 Days Ago

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Employee Relations Specialist
  • Florida Health Care Plans, Inc.
  • Daytona Beach, FL FULL_TIME
  • POSITION SUMMARY: The Employee Relations Specialist supports the Employee Relations Manager with employee and management issues and disputes, intake and assisting with corrective action processes, pro...
  • 21 Days Ago

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Community Relations Coord
  • Keiser University 2
  • Daytona Beach, FL FULL_TIME
  • The Community Relations Coordinator is responsible for promoting Keiser University in the community as well as focus on area high schools. The Community Relations Coordinator's objective is to book an...
  • 25 Days Ago

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Customer Relations Specialist SED
  • Orkin LLC
  • S Daytona, FL FULL_TIME
  • OverviewPAY = $16 TO $20 AN HOUR We Need Your Next-Level Service Mindset at the Best in Pests. As part of the Orkin team, you’ll be critical to helping our customers feel we’ve delivered on our promis...
  • 1 Day Ago

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Client Relations Specialist
  • Munizzi Law Firm
  • De Land, FL FULL_TIME
  • Munizzi Law seeks applicants in the hopes we can welcome a new client relations specialist to our growing business law and real estate practice. We are looking for a responsible individual to perform ...
  • 4 Days Ago

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Public Relations Manager
  • Spherion Staffing
  • Palm, FL FULL_TIME
  • If you are a highly motivated individual with a passion for effective communication and promoting organizational goals, we would love to hear from you. Apply today to join our team as a Public Affairs...
  • 6 Days Ago

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0 Investor Relations Director jobs found in Daytona Beach, FL area

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Remote Loan Officer
  • Stallion Loans Inc
  • Lake Mary, FL
  • Job Description Job Description This is an excellent opportunity if you’re a mortgage loan officer / mortgage guru looki...
  • 3/29/2024 12:00:00 AM

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Mortgage Loan Officer
  • HILLHURST MORTGAGE, INC.
  • Port Orange, FL
  • Job Description Job Description We are seeking Mortgage Loan Officer's to become a part of our team! Are you ready to be...
  • 3/27/2024 12:00:00 AM

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Teller Part Time - 20hrs - West Ormond
  • WELLS FARGO BANK
  • Ormond Beach, FL
  • Job DescriptionWhy Wells Fargo: This is where your career truly begins. We rank #2 overall in the country on LinkedIn's ...
  • 3/27/2024 12:00:00 AM

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Bilingual Teller 20 hour - Providence branch, Deltona FL
  • WELLS FARGO BANK
  • Deltona, FL
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Escrow Officer/Closer
  • JobTracks, Inc.
  • New Smyrna Beach, FL
  • We are seeking a Escrow Officer/ Closer for a top Title Company. As an EscrowOfficer/ Closer, you will be an integral pa...
  • 3/27/2024 12:00:00 AM

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Teller 20 Hours - Edgewater, FL
  • WELLS FARGO BANK
  • Edgewater, FL
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Server
  • Experience Senior Living
  • Palm Coast, FL
  • The Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower peop...
  • 3/25/2024 12:00:00 AM

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Server
  • Experience Senior Living
  • Palm Coast, FL
  • The Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower peop...
  • 3/25/2024 12:00:00 AM

Daytona Beach is a city in Volusia County, Florida, United States. It lies about 51 miles (82.1 km) northeast of Orlando, 86 miles (138.4 km) southeast of Jacksonville, and 242 miles (389.5 km) northwest of Miami. In the 2010 U.S. Census, it had a population of 61,005. It is a principal city of the Deltona–Daytona Beach–Ormond Beach metropolitan area, which was home to 600,756 people as of 2013. Daytona Beach is also a principal city of the Fun Coast region of Florida. The city is historically known for its beach where the hard-packed sand allows motorized vehicles to drive on the beach in res...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investor Relations Director jobs
$177,623 to $265,405
Daytona Beach, Florida area prices
were up 1.5% from a year ago

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