Financial Consultant@ Fidelity Investments
Detroit, Michigan, United States
Jeremy Jones
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Michigan State University
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FlashIntel GPTJeremy Jones is a Financial Consultant at Fidelity Investments in Novi, with over 24 years of experience in the industry. He specializes in building long-term relationships with mass affluent clients, offering them a single point of contact for all their investment, planning, and guidance needs. Jeremy also works directly with clients on their retirement, non-retirement, brokerage, and cash management accounts. With a strong background in insurance and banking, Jeremy is a valuable asset to Fidelity Investments.
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About
As a Financial Consultant at Fidelity Investments in Novi, I am responsible for building long term relationships with our mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity. My primary role is to serve clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts.
Work Experience
Financial Consultant
Financial Services
Jeremy Jones's Professional Milestones
- VP, Retail Banking (2007-04-01~2011-09-01): Driving operational efficiency and expanding market reach through strategic planning and implementation.
- Bank Manager (1999-08-01~2002-11-01): Achieving consistent revenue growth through strategic account management and effective customer relationship management.
Education
Business Administration,
Finance,
Bachelors,
Bachelor Of Arts
1996-1999Skill
Series 7
Multiple State Insurance Licenses
Excellent Communication And Presentation Skills
Insurance
Banking
Financial Services
Loans
Strategic Planning
Customer Service
Small Business Lending
Business Development
Team Building
Investments
New Business Development
Leadership
Commercial Lending
Marketing
Public Speaking
Retail Banking
Retirement
Finance
Sales
Management
Certification
Colleagues
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Jeremy Jones works for Fidelity Investments
Jeremy Jones's role in Fidelity Investments is Financial Consultant
Jeremy Jones works in the industry of Financial Services
Jeremy Jones's colleagues are John Grdina,Aravindan Rajagopalan,Steve Boyd
Jeremy Jones's latest job experience is Financial Consultant at Fidelity Investments
Jeremy Jones's latest education in Michigan State University
