Relationship Manager - Bellevue, WA

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Fidelity Investments is seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, ensuring client engagement, and supporting Financial Consultants to meet clients' needs effectively.

Responsibilities

Facilitating relationships with Fidelity’s most valuable clients
Inspiring client dedication and engagement to develop long-lasting relationships
Nurturing a book of business and finding opportunities to add value to the relationship
Keeping Financial Consultants organized and ensuring daily work is aligned with client needs
Facilitating setting targeted appointments that improve engagement with clients
Being client oriented and providing perspective on financial planning
Advocating for clients and maintaining a polished communication style compatible with high net worth clientele
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients

Skills

FINRA Series 7 & 66 licensed and 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 find success in a dynamic, deadline driven, and detailed compliance environment
Ability to think creatively and be comfortable making decisions with the support of your team
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

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company Overview

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.

Apply To This Job