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Relationship Manager

2 months ago

Palo Alto, California, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our 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 to improve client engagement
  • Provide exceptional client service and support
  • Develop and maintain strong relationships with clients
  • Collaborate with the Relationship Manager team to achieve business objectives
  • Stay up-to-date on industry trends and developments to provide expert advice to 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 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
What We Offer
  • A competitive total rewards package, including a stable base salary and bonus opportunities
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement and generous paid time off and parental leave
  • Charitable giving employee match program and educational assistance
About Fidelity Investments

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.

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process.