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