Financial Services Relationship Manager

6 days ago


Thousand Oaks, California, United States Fidelity TalentSource LLC Full time

Job Overview

Fidelity Investments is seeking a highly skilled Financial Services Relationship Manager to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional customer service to our most valued clients.

The Role

  • You will be working closely with our Advisors to understand the needs of our clients and provide tailored solutions to meet their financial goals.
  • You will be handling inbound calls and emails generated by a book of clients, responding to a range of customer needs, and collaborating on customer communications.
  • You will be partnering with the Advisor to implement a structured client contact strategy and encouraging annual reviews.
  • You will be seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings.

Requirements

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license required.
  • Five years of financial services experience recommended.
  • Degree and/or other professional certifications such as CFP are helpful.

Salary and Benefits

We offer a competitive salary range of $60,000 - $100,000 per year, based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Our comprehensive benefits package includes health care coverage, retirement planning, paid time off, parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

About Fidelity

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.



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