Relationship Manager - Mission Viejo, CA
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. The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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.
- Professional with a polished communication style compatible with high net worth clientele.
- Being coachable, collaborative, and curious are your "go to" attributes.
Nice To Haves
- Degree and/or other professional certifications are helpful.
Responsibilities
- Nurture a book of business and successfully find opportunities to add value to the relationship.
- Foster client relationships and find opportunities to deepen the relationship in meaningful ways.
- Keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
- Facilitate setting targeted appointments that improve engagement with clients.
- Deepen client relationships through long term mentorship.
- Collaborate with the Relationship Manager team company wide.
- Be responsible for the client contact strategy.
- Build long-lasting meaningful relationships with clients.
Benefits
- Competitive total rewards package, including a stable base salary.
- Benefit programs designed to help you and your family strike the right balance.
- Training in-branch, regionally, nationally, and virtually.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
