Relationship Manager - San Antonio, TX
Company: Fidelity Investments
Location: San Antonio
Posted on: September 19, 2023
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.\u00A0
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\u202Fbenefit programs\u202Fare designed to
help you and your family strike the right balance.\u00A0 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:Series 07 - 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 \u0022.\u0022We 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 Leave of Absence/Accommodation Team by sending an
email to--, or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, San Antonio , Relationship Manager - San Antonio, TX, Executive , San Antonio, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...