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Fidelity Bank · 7 hours ago

Relationship Manager - Torrance, CA

Torrance, CA

Full-time

Hybrid

Entry, Mid Level

$61K/yr - $80K/yr

1+ years exp

Fidelity Bank is seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role is pivotal in fostering client relationships and finding opportunities to deepen those relationships, ensuring client needs are prioritized.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Facilitating relationships with Fidelity’s most valuable clients

Inspiring client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity

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

Being a vested advocate for clients

Maintaining a professional communication style compatible with high net worth clientele

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 skillsCoachabilityCuriosityPolished communicationCollaboration

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