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Relationship Manager

2 months ago


Wilmington, Delaware, 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
  • Collaborate with the Relationship Manager team to achieve business objectives
  • Develop and implement client contact strategies to build long-lasting 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 ability to deliver highly personalized service to each client
What We Offer

Fidelity Investments is committed to providing a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

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 to help invest their own clients' money.