Relationship Manager

2 weeks ago


Alpha, United States Fidelity TalentSource LLC Full time

About the Role

Fidelity is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement, developing long-lasting, positive relationships with Fidelity. You will learn to nurture a book of business and successfully find opportunities to add value to the relationship.

Key Responsibilities

  • Facilitate setting targeted appointments to improve client engagement
  • Provide exceptional client service and support
  • Develop and maintain strong relationships with clients
  • Collaborate with the Relationship Manager team to achieve business objectives
  • Stay up-to-date on financial markets and products to provide expert advice to clients

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
  • Ability to think creatively and make decisions with the support of your team

About Fidelity

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 clients' money.

Why Join Fidelity?

Fidelity 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 offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.



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