Wealth Management Relationship Manager - St. Louis or Kansas City, MO
Fidelity•Saint Louis, MO
•Hybrid
About The Position
This role will be a hybrid role working out of one of our Missouri branch locations. For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Purpose of Your Role You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.
Requirements
- Series 7, 63 & 65 and Life Insurance licenses are required
- Five or more years of customer service experience in the Financial Services industry
- Exceptional interpersonal communication skills, via telephone and face-to-face consultations
- Your subject matter expertise will be used to address unique and complex client service requests
- Ability to work in a dynamic, fast-paced and deadline-oriented environment
Nice To Haves
- Bachelor’s Degree preferred
Responsibilities
- Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients
- Delivering customized service to clients seeking a personalized high-touch relationship
- Documenting and communicating strategy discussions and implementation
- Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
- Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews
- Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
- Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor
- Helping with pre- and post-guidance appointments making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting
- Conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews
- Effectively maintain client portfolios in accordance with compliance guidelines
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
