Fidelity Investments-posted 4 months ago
Full-time • Entry Level
Hybrid • Midlothian, VA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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.

  • Foster client relationships and find opportunities to deepen the relationship in meaningful ways.
  • Keep the Financial Consultants organized and ensure daily work is carried out with the client's needs top of mind.
  • Facilitate setting targeted appointments that improve engagement with clients.
  • Collaborate with the Relationship Manager team company wide.
  • Be responsible for the client contact strategy.
  • Build long-lasting meaningful relationships with clients.
  • 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.
  • Competitive total rewards package, including a stable base salary.
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
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