Job Description:

For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.

The Expertise We’re Looking For

Series 7, 63 & 65 and Life Insurance licenses are required

Five or more years of customer service experience in the Financial Services industry

Bachelor’s Degree preferred

The Purpose of Your Role

You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client.  Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.

The Skills You Bring

Exceptional interpersonal communication skills, via telephone and face-to-face consultations

Your subject matter expertise will be used to address unique and complex client service requests

Ability to work in a dynamic, fast-paced and deadline-oriented environment

You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews

Effectively maintain client portfolios in accordance with compliance guidelines

The Value You Deliver

Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients

Delivering customized service to clients seeking a personalized high-touch relationship

Documenting and communicating strategy discussions and implementation

Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning

Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews

Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings

Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor

Helping with pre- and post-guidance appointments making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting

How Your Work Impacts the Organization

Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.

The base salary range for this position is $85,000 – $125,000 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