Relationship Manager - Brea CA

Fidelity Investments is a leading financial services company, and they are seeking a Relationship Manager to foster client relationships and identify opportunities for engagement. The role involves organizing the Financial Consultants' activities and ensuring client needs are prioritized while delivering personalized service. Responsibilities Facilitating relationships with Fidelity’s most valuable clients Nurture a book of business Find opportunities to add value to the relationship Keep the Financial Consultants organized Ensure the daily work is carried with the client’s needs top of mind Facilitate setting targeted appointments that improve engagement with clients Be client oriented and bring great perspective on financial planning Be an advocate for your clients Maintain a professional communication style compatible with high net worth clientele Be coachable, collaborative, and curious 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 Skills 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 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' attributes 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 Benefits 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 Tuition reimbursement Learning resources to develop your career Company Overview Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is