Client Relationship Developer
7 days ago
Fidelity Investments seeks a Client Relationship Developer to join their team. This pivotal role involves fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.
Job OverviewThe Client Relationship Developer will work closely with Financial Consultants to keep them organized and ensure that daily work is carried out with the client's needs top of mind.
Key Responsibilities- Facilitate setting targeted appointments that improve engagement with clients
- Become a client advocate, bringing great perspective on financial planning
- Maintain a polished communication style compatible with high net worth clientele
- Develop long-term mentorship to deepen client relationships
- 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 ability to deliver highly personalized service to each client
Fidelity Investments offers 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 estimated salary for this position is $60,000 - $80,000 per year, depending on location and experience.
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