Fidelity
Relationship Manager- Seal Beach, CA
Seal Beach, CA · Full-time
No sponsorship$48k-$91kDetected 5 hours ago
CommunicationMentoring
About the role
- Job Description: As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients.
- You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship.
- You will see your impact on the business and have rewarding interactions with clients every single day.
Responsibilities
- Building long-lasting meaningful relationships with clients
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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
- Ability to find success in a dynamic, deadline driven, and detailed compliance environment
- Degree and/or other professional certifications are helpful
- You are able to facilitate setting targeted appointments that improve engagement with clients
- You are client oriented and bring great perspective on financial planning
- You have a vested interest in being an advocate for your clients
- You are professional with a polished communication style compatible with high net worth clientele
Compensation
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Visa & Work Authorization
- Note: Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.