Fidelity Investments
Relationship Manager - Brookfield, WI
Fidelity Investments, Brookfield, Wisconsin, United States, 53045
Job Description:We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. 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.
The
Expertise
We’re Looking For:
A college degree is encouraged yet not required
1-3 years in financial services with an emphasis in customer service
Sales experience and knowledge of the financial markets and products
Strong social skills and the ability to deliver highly personalized service to each client
Thrive in a compliance driven, dynamic, and deadline driven environment
Ability to think creatively and be comfortable making decisions
A Series 7 and Series 63 license that are current and in good standing
You will obtain a Series 65 license within 90 days of hire
The
Purpose
of Your Role:
The Relationship Manager is a pivotal role within the branch office 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 client’s needs top of mind.
The
Skills
You Bring:
You are able to drive targeted appointments that improve engagement with clients
You give specialized service and standout experiences to your clients
You are sales focused and knowledgeable about financial planning
You are known for your excellent communication skills both written and verbal
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
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 clients
How Your Work
Impacts
the Organization:
Fidelity 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.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
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The
Expertise
We’re Looking For:
A college degree is encouraged yet not required
1-3 years in financial services with an emphasis in customer service
Sales experience and knowledge of the financial markets and products
Strong social skills and the ability to deliver highly personalized service to each client
Thrive in a compliance driven, dynamic, and deadline driven environment
Ability to think creatively and be comfortable making decisions
A Series 7 and Series 63 license that are current and in good standing
You will obtain a Series 65 license within 90 days of hire
The
Purpose
of Your Role:
The Relationship Manager is a pivotal role within the branch office 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 client’s needs top of mind.
The
Skills
You Bring:
You are able to drive targeted appointments that improve engagement with clients
You give specialized service and standout experiences to your clients
You are sales focused and knowledgeable about financial planning
You are known for your excellent communication skills both written and verbal
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
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 clients
How Your Work
Impacts
the Organization:
Fidelity 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.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
#J-18808-Ljbffr