Relationship Manager - Brea CA
Fidelity Investments is a leading financial services company, and they are seeking a Relationship Manager to foster client relationships and identify opportunities for engagement. The role involves organizing the Financial Consultants' activities and ensuring client needs are prioritized while delivering personalized service.
Responsibilities
- Facilitating relationships with Fidelity’s most valuable clients
- Nurture a book of business
- Find opportunities to add value to the relationship
- Keep the Financial Consultants organized
- Ensure the daily work is carried with the client’s needs top of mind
- Facilitate setting targeted appointments that improve engagement with clients
- Be client oriented and bring great perspective on financial planning
- Be an advocate for your clients
- Maintain a professional communication style compatible with high net worth clientele
- Be coachable, collaborative, and curious
- Deepen client relationships through long term mentorship
- Collaborate with the Relationship Manager team company wide
- Be responsible for the client contact strategy
- Build 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
- 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
- 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
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
Company Overview