Job Description:

Central Relationship Manager

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

We have an exciting opportunity for a remote, licensed Central Relationship Manager in the Greater Los Angeles, CA Metro area! While you will work from home, you must reside near the Greater Los Angeles, CA area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely

The Purpose of Your Role

This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients.

The Expertise We’re Looking For

1-3 years of experience in financial services (outbound calling experience preferred)

Related customer engagement experience desired

Series 7 required

Series 63 and 65 or Series 66 licensed or ability to acquire upon hire

The Skills You Bring

Confidence with making outbound telephone calls to clients with various asset levels

Excellent communication and interpersonal skills with clients, peers, and business partners

Your ability to succeed in a fast-paced environment

An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Value You Deliver

You are essential to the Fidelity relationship strategy!

Deepening client relationships through long term guidance

Collaborating with internal business partners to help build long lasting, meaningful relationships with clients

Our Investments in You

Fidelity’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.

The base salary range for this position is $57,000 – $80,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA