Wealth Management Senior Relationship Manager - Jacksonville, FL
About The Position
This role is for a Relationship Manager who excels at nurturing client interactions beyond mere transactions. The purpose of this role is to provide the highest level of customer service to Fidelity’s most sophisticated and highest net worth clients. Through frequent communication and collaboration, you will be a key player on the Wealth Management team, directly supporting the Advisor’s efforts to increase and develop their business. Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Five or more years of customer service experience in the Financial Services industry
- Exceptional interpersonal communication skills, via telephone and face-to-face consultations
- Subject matter expertise 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
- Certified Financial Planner ® / CFP-®
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
Benefits
- Immigration sponsorship is not provided for this position.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
