Relationship Manager- Brea, CA
Fidelity Investments is a leading financial services company, and they are seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, inspiring client dedication, and ensuring the financial consultants are organized to meet client needs.
Responsibilities
- Facilitating relationships with Fidelity’s most valuable clients
- Inspiring client dedication and engagement to develop long-lasting, positive relationships
- Nurturing a book of business and finding opportunities to add value to the relationship
- Keeping the Financial Consultants organized and ensuring daily work is carried with the client’s needs top of mind
- Facilitating setting targeted appointments that improve engagement with clients
- Being client oriented and bringing great perspective on financial planning
- Advocating for clients and maintaining a polished communication style compatible with high net worth clientele
- Collaborating with the Relationship Manager team company wide
- Being responsible for the client contact strategy
- Building long-lasting meaningful relationships with clients
Skills
- 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 find success in a dynamic, deadline driven, and detailed compliance environment
- Ability to think creatively and be comfortable making decisions with the support of your team
- Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- You are able to facilitate setting targeted appointments that improve engagement with clients
- You are client oriented and bring great perspective on financial planning
- You have a vested interest in being an advocate for your clients
- You are professional with a polished communication style compatible with high net worth clientele
- Being coachable, collaborative, and curious are your 'go to' attributes
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview