Relationship Manager - Greenwich, CT

Fidelity Investments • Greenwich, CT

263d • Hybrid

About The Position

As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

Requirements

• 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 on providing an excellent customer experience.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service.
• Ability to succeed in a dynamic, deadline-driven, and detailed compliance environment.
• Ability to think creatively and make decisions with team support.

Nice To Haves

• 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.

Responsibilities

• Facilitate relationships with Fidelity's most valuable clients.
• Inspire client dedication and engagement.
• Nurture a book of business.
• Find opportunities to add value to client relationships.
• Keep Financial Consultants organized and ensure daily work is client-focused.
• Set targeted appointments to improve client engagement.

Benefits

• Competitive total rewards package including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Support for work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities