- Required: FINRA Series 7 & 63 licenses; Series 65 or 66 license and relevant state registrations OR the ability to obtain series 65/66 upon hiring
- 1-3 years of experience in financial services focusing on delivering exceptional customer experiences
- Knowledge of financial markets, products, and planning experience
- Strong social skills to provide personalized service to each client
- Ability to excel in a dynamic, detail-oriented, and deadline-driven compliance environment
- Capacity for creative thinking and comfortable making decisions with team support
- Professional certifications and degrees are advantageous; Tuition Reimbursement program available to support in obtaining CFP or a degree if needed
- Ability to arrange targeted appointments to enhance client engagement
- Client-focused with a strong understanding of financial planning
- Commitment to advocating for clients
- Professional demeanor with excellent communication skills suitable for high net worth clients
- Coachable, collaborative, and curious approach to work
- Integral to Fidelity's relationship strategy
- Enhancing client relationships through long-term mentorship
- Collaborating with the Relationship Manager team across the company
- Driving the client contact strategy
- Establishing enduring, significant client relationships
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Relationship Manager - Naperville, United States - Fidelity TalentSource LLC
Description
As a Relationship Manager, your role is crucial in nurturing relationships with Fidelity's most valuable clients, fostering client dedication, and engagement to build enduring, positive relationships. You will have the opportunity to impact the business directly, finding ways to add value to client relationships daily.
As the Relationship Manager, you play a vital role in the team, fostering client relationships and identifying ways to enhance these connections meaningfully. You will ensure the client's needs remain a top priority while supporting Financial Consultants in their daily activities.
Fidelity Investments aims to improve its clients' financial well-being, providing investment and planning services. The company supports organizations in offering benefits to their employees and assists advisors with investment solutions. Join Fidelity for a fulfilling career that positively impacts lives, supported by flexible benefits for your professional and personal growth. Recognized as a top 10 Best Place to Work in 2024 by Glassdoor Employees Choice Award, Fidelity offers diverse learning opportunities for all.
Fidelity's work model combines remote and in-person work effectively to meet business needs and provide support to associates. Honesty, integrity, and safety are core values at Fidelity, ensuring compliance with industry regulations and maintaining a diverse and inclusive work environment.
Discover Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer committed to fostering a culture of inclusion and belonging. The company accommodates applicants with disabilities during the application process; contact the HR Accommodation Team at accommodations@fmr.com.
