Relationship Manager - Chesterfield, MO
About the role
The Relationship Manager helps facilitate relationships with Fidelity's most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs.
Responsibilities
- Support the branch team by strengthening client relationships
- Keep Financial Consultants organized
- Ensure daily activities align with client needs
- Cultivate a book of business and find opportunities to add value to the relationship
- See your impact on the business and have rewarding interactions with clients every day
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
- Strong social skills and the ability to deliver highly personalized service to each client
- Ability to think creatively and be comfortable making decisions with the support of your team
- Vested interest in being an advocate for clients
- Professional, with a polished communication style
Qualifications
- Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Client-focused mindset and brings strong financial planning insight
- Show coachability, collaboration, and curiosity as core strengths
Skills
- 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
- Strong social skills and the ability to deliver highly personalized service to each client
- Ability to think creatively and be comfortable making decisions with the support of your team
- Vested interest in being an advocate for clients
- Professional, with a polished communication style
Benefits
Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.
Pay
Details about pay are not specified in the job description.
Schedule
Details about the schedule are not specified in the job description.
Company Information
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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.
Additional Information
This role requires a full-time onsite presence, but the transition to a full-time onsite working model is phased and varies by role and location. For more details, please refer to the Fidelity's Onsite Working Model section.
Compliance
Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.