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.ResponsibilitiesFacilitating relationships with Fidelity’s most valuable clientsInspiring client dedication and engagement to develop long-lasting, positive relationshipsNurturing a book of business and finding opportunities to add value to the relationshipKeeping the Financial Consultants organized and ensuring 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 clients and maintaining a polished communication style compatible with high net worth clienteleCollaborating 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 oneYou are able to facilitate setting targeted appointments that improve engagement with clientsYou are client oriented and bring great perspective on financial planningYou have a vested interest in being an advocate for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious are your 'go to' attributesBenefitsComprehensive health care coverage and emotional well-being supportMarket-leading retirementGenerous paid time off and parental leaveCharitable giving employee match programEducational assistance including student loan repayment, tuition reimbursement, and learning 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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