Relationship Manager - Seal Beach, CA
Company: Fidelity Investments
Location: South Gate
Posted on: March 28, 2020
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Job Description:
Job Description:We believe as a Relationship Manager, you will
be facilitating relationships with Fidelitys most valuable and
lucrative clients. Through your honesty and integrity, we know you
will inspire client dedication and engagement in order to develop
long positive relationships with Fidelity. You will learn how to
handle a book of business and successfully market the book for
sales opportunities. You will see your impact on the business and
have rewarding interactions with clients every single
day.TheExpertiseWere Looking ForA college degree is encouraged yet
not required1-3 years in financial services with an emphasis in
customer serviceSales experience and knowledge of the financial
markets and productsStrong social skills and the ability to deliver
highly personalized service to each clientThrive in a compliance
driven, dynamic, and deadline driven environmentAbility to think
creatively and be comfortable making decisionsA series 7 and series
63 license that are current and in good standingYou will obtain a
series 65 license within 90 days of hireThePurposeof Your RoleThe
Relationship Manager is a pivotal role within the branch team
responsible for handling client relationships and identifying sales
opportunities. You will keep the Financial Consultants organized
and ensure the daily work is executed with the clients needs top of
mind.TheSkillsYou BringYou are able to drive targeted appointments
that improve engagement with clientsYou give specialized service
and standout experiences to your clientsYou are sales focused and
knowledgeable about financial planningYou are known for your
excellent communication skills both written and verbalYou have a
vested interest in being an advocate for your clientsYou are
professional with a polished communication style compatible with
high net worth clienteleTheValueYou DeliverYou are key to the
Fidelity relationship strategyDeepening client relationships
through long term mentorshipCollaborating with the Relationship
Manager team company wideBeing responsible for the client contact
strategyBuilding long-lasting meaningful relationships with
clientsHow Your WorkImpactsthe OrganizationFidelity Investments is
committed to delivering the best customer experience in the
financial services industry. We help millions of people save and
invest through personal investment accounts and workplace savings
plans. Our associates build long-term relationships with our
customers, helping them navigate our full range of investor
products and services, including one-on-one investment guidance,
wealth management, retirement planning, income strategies, and
college planning services, as well as integrated employee benefits
solutions.Certifications:Series 07 - FINRA, Series 63 -
FINRACategory:Relationship Management We welcome those with
experience in jobs such as Finance Manager, General Sales Manager,
and Area Sales Manager and others in the Sales to apply.by
Jobble
Keywords: Fidelity Investments, South Gate , Relationship Manager - Seal Beach, CA, Executive , South Gate, California
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