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Fidelity Investments · 22 hours ago

Relationship Manager - Century City, CA

Los Angeles, CA

Full-time

Hybrid

Entry, Mid Level

$61K/yr - $80K/yr

1+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Relationship Manager to foster relationships with their most valuable clients. The role involves nurturing a book of business, finding opportunities to add value, and ensuring clients' needs are prioritized in all interactions.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Facilitating relationships with Fidelity’s most valuable clients

Inspiring client dedication and engagement to develop long-lasting, positive relationships

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

Keeping the Financial Consultants organized and ensuring the daily work is carried with the client’s needs top of mind

Facilitating setting targeted appointments that improve engagement with clients

Being client oriented and bringing great perspective on financial planning

Acting as an advocate for clients and maintaining a polished communication style compatible with high net worth clientele

Collaborating with the Relationship Manager team company wide and being responsible for the client contact strategy

Building long-lasting meaningful relationships with clients

Qualification

FINRA Series 7FINRA Series 63Financial services experienceFinancial planning knowledgeSocial skillsCoachableCuriousPolished communicationCollaborative

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