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Relationship Development Specialist

2 months ago

Chicago, Illinois, United States Fidelity Investments Full time
About the Role

The Relationship Manager is a pivotal position within the branch team responsible for fostering client relationships and identifying opportunities to deepen the relationship in meaningful ways. You will ensure the daily work is carried out with the client's needs at the forefront.

Key Responsibilities
  • Facilitate setting targeted appointments that improve engagement with clients
  • Be client-oriented and bring great perspective on financial planning
  • Have a vested interest in being an advocate for your clients
  • Be professional with a polished communication style compatible with high net worth clientele
  • Be coachable, collaborative, and curious
Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. We offer 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 provide training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

The Value You Deliver
  • You are key to the Fidelity relationship strategy
  • Deepening client relationships through long-term mentorship
  • Collaborating with the Relationship Manager team company-wide
  • Being responsible for the client contact strategy
  • Building long-lasting, meaningful relationships with clients
Certifications

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

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.