Relationship Manager - Santa Barbara, CA

Fidelity•Santa Barbara, CA

1d•Onsite

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

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