Relationship Manager- Seal Beach, CA

Fidelity•Seal Beach, CA

About The Position

The Relationship Manager facilitates 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 cultivates a book of business, identifies opportunities to add value, and helps inspire client dedication and engagement through honest, personalized service. The role focuses on deepening client relationships through long-term mentorship, collaborating with Relationship Manager colleagues company-wide, managing the client contact strategy, and building meaningful, lasting relationships. Fidelity provides training in-branch, regionally, nationally, and virtually, along with onboarding support.

Requirements

Hold FINRA Series 7 and 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
Have 1–3 years of financial services experience, with an emphasis on providing an 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 client service.
Think creatively and be comfortable making decisions with team support.
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.
A CFP certification.

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.
Manage the client contact strategy and deepen relationships through long-term mentorship.
Collaborate with the Relationship Manager team company-wide.
Provide personalized service and advocate for clients.

Benefits

Stable base salary and competitive total rewards package.
Comprehensive health care coverage.
Emotional well-being support.
Retirement benefits.
Paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment and tuition reimbursement.
Learning resources for career development.
Training and onboarding.