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Relationship Manager
| Company | Fidelity Investments |
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| Location | Santa Barbara, CA, USA |
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| Salary | $57000 – $80000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- 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 one
Responsibilities
- Fostering client relationships and finding opportunities to deepen the relationship in meaningful ways
- Keeping the Financial Consultants organized and ensuring the daily work is carried with the client’s needs top of mind
- 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 clients
Preferred Qualifications
- 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
