Relationship Manager- Newport Beach, CA

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. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

Responsibilities

Support the branch team by strengthening client relationships; Keep Financial Consultants organized; Ensure daily activities are aligned with client needs; Inspire client dedication and engagement; Develop long-lasting, positive relationships with Fidelity clients; Cultivate a book of business; Find opportunities to add value to the relationship; Deepen client relationships through long-term mentorship; Collaborate with the Relationship Manager team company wide; Be responsible for the client contact strategy; Build long-lasting meaningful relationships with clients

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; Ability to find success in a dynamic, deadline driven, and detailed compliance environment; 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; Ability to facilitate targeted appointments that drive meaningful client engagement; Client-focused mindset and brings strong financial planning insight; Vested interest in being an advocate for clients; Professional, with a polished communication style; Demonstrate coachability, collaboration, and curiosity as core strengths; Series 07 - FINRA

Nice to have

Degree and/or other professional certifications; CFP

Benefits

Stable base salary; Bonus or other variable compensation depending on position and eligibility; Comprehensive health care coverage; Emotional well-being support; Market-leading retirement; Generous paid time off; Parental leave; Charitable giving employee match program; Educational assistance including student loan repayment and tuition reimbursement; Learning resources to develop your career; Training in-branch, regionally, nationally, and virtually