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Wealth Management Relationship Manager - San Diego, CA

Company: Fidelity Investments
Location: San Diego
Posted on: November 26, 2022

Job Description:

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 preferredThe Purpose -of Your RoleYou 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 guidelinesThe 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 meetingHow Your Work Impacts -the OrganizationPrivate 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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.At Fidelity, 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 "."We 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 Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Accounting Assistant, Payroll Specialist, and Financial Analyst and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, San Diego , Wealth Management Relationship Manager - San Diego, CA, Executive , San Diego, California

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