Relationship Manager- Brea, CA

About the role

The Relationship Manager role involves fostering strong client relationships, providing excellent customer service, and finding opportunities to enhance these relationships.

Responsibilities

• Nurture a book of business and identify opportunities to add value to client relationships
• Facilitate setting targeted appointments to improve client engagement
• Ensure daily work is client-focused and aligned with their needs
• Work closely with Financial Consultants to organize and manage client interactions
• Find creative solutions and make decisions with support from the team

Requirements

• FINRA Series 7 & 66 licensed or ability to obtain Series 66 upon hire
• At least 1-3 years of experience in financial services with a focus on customer experience
• Experience and knowledge of financial markets and products
• Strong social skills and ability to deliver personalized service
• Ability to work in a dynamic, deadline-driven, and detail-oriented compliance environment
• Professional communication style suitable for high-net-worth clientele
• Coachability, collaboration, and curiosity are essential traits

Qualifications

• Education and/or professional certifications are helpful, but not required
• Fidelity's Tuition Reimbursement program can assist in obtaining necessary certifications

Skills

• Able to facilitate setting targeted appointments that improve client engagement
• Client-oriented and brings a great perspective on financial planning
• Interested in being an advocate for clients
• Professional communication style compatible with high-net-worth clientele

Benefits

Fidelity offers a competitive total rewards package, including a stable base salary, training programs, and a wide range of benefits such as comprehensive health care coverage, retirement plans, paid time off, and educational assistance.

Pay

The base salary range for this position is $48,000-91,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.