Central Relationship Manager - Greater San Diego, CA Area
Company: Fidelity Investments
Location: Los Angeles
Posted on: September 25, 2022
Central Relationship Manager
We have an exciting opportunity for a remote, licensed Central
Relationship Manager in the Greater San Diego, CA Metro area! While
you will work from home, you must reside near the Greater San
Diego, California area as occasional in-person participation with
your peers is an important part of our culture. We offer virtual
interviewing and onboarding, as well as access to our virtual
training and support. You'll have full access to work from home
capability to support our clients remotely
The Purpose of Your Role
This Central Relationship Manager position calls for positive
energy and persistent drive! You will focus on engaging current and
potential clients via phone. Working in partnership with our
advisor teams, you will build the path to an enhanced client
experience and explore ways we can deepen and expand the
relationship we have with clients.
The Expertise We're Looking For
- 1-3 years of experience in financial services (outbound calling
- Related customer engagement experience desired
- Series 7 required
- Series 63 and 65 or Series 66 licensed or ability to acquire
upon hire The Skills You Bring
- Confidence with making outbound telephone calls to clients with
various asset levels
- Excellent communication and interpersonal skills with clients,
peers, and business partners
- Your ability to succeed in a fast-paced environment
- An understanding of key economic indicators and interest rates
as they impact equity, fixed income products and the financial
markets The Value You Deliver
- You are essential to the Fidelity relationship strategy!
- Deepening client relationships through long term guidance
- Collaborating with internal business partners to help build
long lasting, meaningful relationships with clients Our Investments
Fidelity's greatest advantage is our people, and we believe it is
important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And our benefit programs are designed to
help you and your family strike the right balance.
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66
Fidelity 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
At 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 .
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
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 to , or by
calling , prompt 2, option 3.
We welcome those with experience in jobs such as Accounting
Assistant, Home Buyer s Consultant, and Retail Sales Representative
and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Los Angeles , Central Relationship Manager - Greater San Diego, CA Area, Executive , Los Angeles, California
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