Apply on Employer Site

Fidelity Bank · 1 day ago

Relationship Manager - Century City, CA

Los Angeles, CA

Full-time

Hybrid

Entry Level

$61K/yr - $80K/yr

1+ years exp

Fidelity Bank is a leading financial services provider, and they are seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, inspiring client dedication, and ensuring that client needs are prioritized in daily operations.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Facilitating relationships with Fidelity’s most valuable clients

Inspiring client dedication and engagement to develop long-lasting relationships

Nurturing a book of business and finding opportunities to add value to the relationship

Keeping Financial Consultants organized and ensuring daily work is aligned with client needs

Facilitating setting targeted appointments that improve engagement with clients

Being client oriented and providing great perspective on financial planning

Acting as an advocate for clients and maintaining a polished communication style

Being coachable, collaborative, and curious

Deepening client relationships through long term mentorship

Collaborating with the Relationship Manager team company wide

Being responsible for the client contact strategy

Building long-lasting meaningful relationships with clients

Qualification

FINRA Series 7FINRA Series 63Financial services experienceFinancial planning knowledgeSocial skillsCoachablePolished communication styleCollaborative

Required

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire

1-3 years in financial services with an emphasis in providing an excellent customer experience

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 find success in a dynamic, deadline driven, and detailed compliance environment

Ability to think creatively and be comfortable making decisions with the support of your team

Preferred

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