Relationship Manager- Seal Beach, CA

Fidelity Investments • Seal Beach, CA

3d • $48,000 - $91,000

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. The role supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs. The Relationship Manager builds client dedication and engagement through honesty and integrity, learns to cultivate a book of business, and identifies opportunities to add value to client relationships. The role focuses on deepening relationships through long-term mentorship, executing the client contact strategy, and building meaningful, lasting client relationships.

Requirements

• Hold FINRA Series 7 and 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
• Have 1–3 years of experience in financial services, emphasizing excellent customer experience.
• Succeed in a dynamic, deadline-driven, detailed compliance environment.
• Have planning experience and knowledge of financial markets and products.
• Have strong social skills and the ability to deliver highly personalized service to each client.
• Think creatively and be comfortable making decisions with support from the team.
• Bring a client-focused mindset and strong financial planning insight.
• Have a vested interest in advocating for clients.
• Communicate professionally with a polished style.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications are helpful.
• A CFP designation or degree is beneficial; Fidelity’s Tuition Reimbursement program may help associates obtain one.

Responsibilities

• Strengthen relationships with Fidelity’s most valuable clients.
• Support the branch team and keep Financial Consultants organized.
• Ensure daily activities are aligned with client needs.
• Cultivate a book of business and identify opportunities to add value to client relationships.
• Facilitate targeted appointments that drive meaningful client engagement.
• Be responsible for the client contact strategy.
• Deepen client relationships through long-term mentorship and build lasting relationships.
• Collaborate with the Relationship Manager team company-wide.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed