Relationship Manager- Brea, CA

Fidelity Investments is a leading financial services company that is seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role is pivotal in fostering client relationships and finding opportunities to deepen these connections, ensuring that client needs are prioritized in all interactions.ResponsibilitiesFacilitating relationships with Fidelity’s most valuable clientsInspiring client dedication and engagement in order to develop long-lasting, positive relationshipsNurturing a book of business and successfully finding opportunities to add value to the relationshipKeeping the Financial Consultants organized and ensuring the daily work is carried with the client’s needs top of mindFacilitating setting targeted appointments that improve engagement with clientsBeing client oriented and bringing great perspective on financial planningAdvocating for clientsMaintaining a professional communication style compatible with high net worth clienteleBeing coachable, collaborative, and curiousDeepening client relationships through long term mentorshipCollaborating with the Relationship Manager team company wideBeing responsible for the client contact strategyBuilding long-lasting meaningful relationships with clientsSkillsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer experiencePlanning experience and knowledge of financial markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven, and detailed compliance environmentAbility to think creatively and be comfortable making decisions with the support of your teamDegree 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 oneBenefitsComprehensive health care coverageEmotional well-being supportMarket-leading retirementGenerous paid time offParental leaveCharitable giving employee match programEducational assistance including student loan repaymentTuition reimbursementLearning resources to develop your careerCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.



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