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Relationship Manager

1 month ago

Burbank, California, United States Fidelity Investments Full time
Job Title: Relationship Manager

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.

The Role:

As a Relationship Manager, you will be the primary point of contact for our most valuable clients. You will work closely with our Financial Consultants to ensure that client needs are met and exceeded. Your goal will be to build long-lasting, positive relationships with our clients and to identify opportunities to add value to the relationship.

Key Responsibilities:
  • Foster and maintain strong relationships with our most valuable clients
  • Work closely with Financial Consultants to ensure client needs are met and exceeded
  • Identify opportunities to add value to the relationship and implement strategies to deepen the relationship
  • Collaborate with the Relationship Manager team company-wide to share best practices and ideas
  • Develop and implement client contact strategies to build long-lasting, meaningful relationships
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 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
What We Offer:

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.

Why Join Fidelity Investments?

Fidelity Investments is a leader in the financial services industry, and we are committed to helping our clients achieve their financial goals. As a Relationship Manager, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. You will also have the opportunity to develop your skills and advance your career in a dynamic and supportive environment.