Relationship Manager
2 weeks ago
Job Overview:
Fidelity Investments is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will work closely with the Financial Consultants to keep them organized and ensure that the daily work is carried out with the client's needs top of mind.
Key Responsibilities:
- Facilitate setting targeted appointments that improve engagement with clients
- Client-oriented and bring great perspective on financial planning
- Advocate for clients and provide exceptional service
- Professional communication style compatible with high net worth clientele
- Collaborate with the Relationship Manager team company-wide
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
What We Offer:
- Competitive total rewards package, including a stable base salary
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
- Opportunities for learning and career growth
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