Relationship Manager
2 days ago
Fidelity Investments is seeking a skilled Relationship Manager to join our team. 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
- Provide exceptional client service and support
- Collaborate with the Relationship Manager team company-wide
- Develop and implement client contact strategies
- Build long-lasting, meaningful relationships with clients
- 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 the ability to deliver highly personalized service to each client
- Ability to find success in a dynamic, deadline-driven, and detailed compliance environment
- Ability to think creatively and be comfortable making decisions with the support of your team
Fidelity Investments offers 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.
About Fidelity InvestmentsFidelity 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.
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