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Relationship Manager

2 months ago

Midlothian, Virginia, United States Fidelity TalentSource LLC Full time

About the Role

Fidelity is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement, developing long-lasting, positive relationships with Fidelity. You will learn to nurture a book of business and successfully find opportunities to add value to the relationship.

Key Responsibilities

  • Facilitate setting targeted appointments to improve client engagement
  • Provide exceptional client service and support
  • Collaborate with the Relationship Manager team to deepen client relationships
  • Develop and implement client contact strategies
  • Build long-lasting, meaningful relationships with clients

Requirements

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 1-3 years in financial services with an emphasis on providing an excellent customer experience
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and ability to deliver highly personalized service to each client
  • Ability to find success in a dynamic, deadline-driven, and detailed compliance environment

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 clients' money.

Why Join Fidelity?

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.