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Relationship Manager
2 months ago
We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch 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 that improve engagement with clients
- Provide exceptional client service and support
- Collaborate with the Relationship Manager team company-wide
- Develop and implement client contact strategies
- Build long-lasting, meaningful relationships with clients
To be successful in this role, you will need:
- 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 think creatively and be comfortable making decisions with the support of your team
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. 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 offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
About Fidelity InvestmentsFidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
