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.

Responsibilities

• Facilitating relationships with Fidelity’s most valuable clients
• Inspiring client dedication and engagement in order to develop long-lasting, positive relationships
• Nurturing a book of business and successfully finding opportunities to add value to the relationship
• Keeping the Financial Consultants organized and ensuring the 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
• Maintaining a professional communication style compatible with high net worth clientele
• Being coachable, collaborative, and curious
• Deepening client relationships through long term mentorship
• 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

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