Relationship Manager - Palo Alto, CA

Company: Fidelity Investments
Location: Palo Alto
Posted on: November 25, 2022

Job Description:

Job Description:Relationship ManagerAs a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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. -The Expertise We're Looking For

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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 oneThe Purpose of Your RoleThe Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind.The Skills You Bring
  • You are able to facilitate setting targeted appointments that improve engagement with clients
  • You are client oriented and bring great perspective on financial planning
  • You have a vested interest in being an advocate for your clients
  • You are professional with a polished communication style compatible with high net worth clientele
  • Being coachable, collaborative, and curious are your "go to" attributesOur Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our---benefit programs---are designed to help you and your family strike the right balance. - We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver
    • You are key to the Fidelity relationship strategy
    • Deepening client relationships through long term mentorship
    • Collaborating with the Relationship Manager team company wide
    • Being responsible for the client contact strategy
    • Building long-lasting meaningful relationships with clientsCertifications:Certified Financial Planner - / CFP- - - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACompany OverviewFidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients. -We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a -, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "."We invite you to -Find Your Fidelity -at -.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Palo Alto , Relationship Manager - Palo Alto, CA, Executive , Palo Alto, California