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Relationship Manager

2 months ago

Burbank, California, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and motivated Relationship Manager to join our team at Fidelity Investments. As a Relationship Manager, you will play a pivotal role in fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

Key Responsibilities
  • Facilitate setting targeted appointments that improve engagement with clients
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives
  • Collaborate with the Relationship Manager team company-wide to achieve business objectives
  • Responsible for the client contact strategy and building 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 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, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A wide range of benefits to meet your evolving needs and help you live your best life at work and at home
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. 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.