Relationship Manager - Brea, CA
Company: Fidelity Investments
Location: Brea
Posted on: August 4, 2022
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Job Description:
Job Description:We believe as a Relationship Manager, you will
be facilitating relationships with Fidelity's most valuable and
lucrative clients. Through your honesty and integrity, we know you
will inspire client dedication and engagement in order to develop
long positive relationships with Fidelity. You will learn how to
handle a book of business and successfully market the book for
sales opportunities. You will see your impact on the business and
have rewarding interactions with clients every single
day.TheExpertiseWe're Looking ForA college degree is encouraged yet
not required1-3 years in financial services with an emphasis in
customer serviceSales experience and knowledge of the financial
markets and productsStrong social skills and the ability to deliver
highly personalized service to each clientThrive in a compliance
driven, dynamic, and deadline driven environmentAbility to think
creatively and be comfortable making decisionsA series 7 and series
63 license that are current and in good standingYou will obtain a
series 65 license within 90 days of hireThePurposeof Your RoleThe
Relationship Manager is a pivotal role within the branch team
responsible for handling client relationships and identifying sales
opportunities. You will keep the Financial Consultants organized
and ensure the daily work is executed with the client's needs top
of mind.TheSkillsYou BringYou are able to drive targeted
appointments that improve engagement with clientsYou give
specialized service and standout experiences to your clientsYou are
sales focused and knowledgeable about financial planningYou are
known for your excellent communication skills both written and
verbalYou have a vested interest in being an advocate for your
clientsYou are professional with a polished communication style
compatible with high net worth clienteleTheValueYou DeliverYou are
key to the Fidelity relationship strategyDeepening client
relationships through long term mentorshipCollaborating with the
Relationship Manager team company wideBeing responsible for the
client contact strategyBuilding long-lasting meaningful
relationships with clientsHow Your WorkImpactsthe
OrganizationFidelity Investments is committed to delivering the
best customer experience in the financial services industry. We
help millions of people save and invest through personal investment
accounts and workplace savings plans. Our associates build
long-term relationships with our customers, helping them navigate
our full range of investor products and services, including
one-on-one investment guidance, wealth management, retirement
planning, income strategies, and college planning services, as well
as integrated employee benefits solutions.Certifications:Series 07
- FINRA, Series 63 - FINRA, Series 65 - FINRACompany
OverviewFidelity Investments is a privately held company with a
mission to strengthen the financial well-being of our clients. We
help people invest and plan for their future. We assist companies
and non-profit organizations in delivering benefits to their
employees. And we provide institutions and independent advisors
with investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a
Glassdoor Employees' Choice Award, we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.Many of our associates are continuing to work
remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working."We invite you to Find Your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity
employer. We believe that the most effective way to attract,
develop and retain a diverse workforce is to build an enduring
culture of inclusion and belonging.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
participate in the application or interview process. To initiate a
request for an accommodation, contact the HR Leave of
Absence/Accommodation Team by sending an email toaccommodations
@fmr.com, or by calling 800-835-5099, prompt 2, option
3.PDN-95bc697b-5629-4fc8-8768-27913aa17626
Keywords: Fidelity Investments, Fullerton , Relationship Manager - Brea, CA, Executive , Brea, California
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