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Relationship Manager - Seal Beach, CA

Company: Fidelity Investments
Location: Seal Beach
Posted on: March 28, 2020

Job Description:

Job Description:We believe as a Relationship Manager, you will be facilitating relationships with Fidelitys 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.TheExpertiseWere 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 clients 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 - FINRACategory:Relationship Management We welcome those with experience in jobs such as Sales Assistant, Sales Associate, and Business Development Representative and others in the Sales to apply.by Jobble

Keywords: Fidelity Investments, Los Angeles , Relationship Manager - Seal Beach, CA, Executive , Seal Beach, California

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