Relationship Manager

3 weeks ago


Los Angeles, California, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

Key Responsibilities
  • Facilitate setting targeted appointments that improve engagement with clients
  • Bring great perspective on financial planning and be a client-oriented professional
  • Be an advocate for your clients and have a vested interest in their success
  • Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded
  • Collaborate with the Relationship Manager team company-wide to achieve business objectives
What We Offer

Fidelity Investments is committed to providing 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 offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

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 in providing an excellent customer experience
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Ability to find success in a dynamic, deadline-driven, and detailed compliance environment
Compensation and Benefits

The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.


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