Relationship Manager - Chesterfield, MO
About The Position
The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate 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 & 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
- Ability to find success in a dynamic, deadline driven, and detailed compliance environment
- 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 think creatively and be comfortable making decisions with the support of your team
- Ability to facilitate targeted appointments that drive meaningful client engagement
- Client-focused mindset and brings strong financial planning insight
- Vested interest in being an advocate for clients
- Professional, with a polished communication style
- Demonstrate coachability, collaboration, and curiosity as core strengths
- FINRA Series 07
- FINRA Series 63
- FINRA Series 65
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
- Strengthening client relationships
- Keeping Financial Consultants organized
- Ensuring daily activities are aligned with client needs
- Cultivating a book of business
- Finding opportunities to add value to the relationship
- Facilitating targeted appointments that drive meaningful client engagement
- 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
Benefits
- Competitive total rewards package
- Stable base salary
- Benefit programs designed to help you and your family strike the right balance
- Training in-branch, regionally, nationally, and virtually
- Tuition Reimbursement program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
