Relationship Manager - Mission Viejo, CA

About the role

The Relationship Manager role is pivotal within the branch team, focusing on fostering client relationships and identifying opportunities to deepen these relationships.

Responsibilities

• Facilitate setting targeted appointments to enhance client engagement
• Provide excellent customer experience and personal service to clients
• Ensure the daily work aligns with client needs
• Support Financial Consultants in their tasks
• Find creative solutions and make decisions with team support

Requirements

• FINRA Series 7 & 66 license or ability to obtain within 3 months of hire
• At least 1-3 years of experience in financial services with a focus on client experience
• Knowledge of financial markets and products
• Strong social skills and ability to deliver personalized service
• Experience in a dynamic, deadline-driven, and detail-oriented compliance environment
• Ability to think creatively and make decisions with support

Qualifications

• Education or professional certification (CFP or equivalent) is helpful
• Fidelity's Tuition Reimbursement program can assist in obtaining necessary certifications

Skills

• Able to set targeted appointments to improve client engagement
• Client-oriented and brings a strong perspective on financial planning
• Actively advocates for clients
• Professional communication style suitable for high-net-worth clientele
• Coachable, collaborative, and curious

Benefits

Fidelity offers a competitive total rewards package, including a stable base salary, training in-branch, regionally, nationally, and virtually, and a wide range of benefits to help you live your best life at work and at home.

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. Currently, 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.