Relationship Development Specialist

1 week ago


Tampa, Florida, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is seeking a skilled Relationship Development Specialist to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term positive relationships with Fidelity.

Key Responsibilities
  • Manage a book of business and successfully market it for sales opportunities
  • Collaborate with the Relationship Manager team company-wide to deepen client relationships through long-term mentorship
  • Be responsible for the client contact strategy and build long-lasting meaningful relationships with clients
  • Drive targeted appointments that improve engagement with clients and provide specialized service and standout experiences
  • Be sales-focused and knowledgeable about financial planning, with excellent communication skills both written and verbal
Requirements
  • A college degree is encouraged, yet not required
  • 1-3 years in financial services with an emphasis in customer service
  • Sales experience and knowledge of the financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Thrive in a compliance-driven, dynamic, and deadline-driven environment
  • Ability to think creatively and be comfortable making decisions
  • A series 7 and series 63 license that are current and in good standing
  • You will obtain a series 65 license within 90 days of hire
What We Offer
  • A range of opportunities for learning and career growth
  • A dynamic and supportive work environment
  • A competitive compensation and benefits package
  • The opportunity to work with a leading financial services company


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