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

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