Relationship Manager
3 weeks ago
Job Summary:
Fidelity Investments 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 through your honesty and integrity.
About the Role:
This pivotal role is responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep our Financial Consultants organized and ensure 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
- Bring great perspective on financial planning and be a client-oriented advocate
- Be professional with a polished communication style compatible with high net worth clientele
- Be coachable, collaborative, and curious in your approach
What We Offer:
Fidelity's greatest advantage is our people, and we believe it's essential to approach life holistically. 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.
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 the ability to deliver highly personalized service to each client
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
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