Relationship Manager - Dublin, CA
reputed company is seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role involves nurturing a book of business, inspiring client dedication, and ensuring the Financial Consultants are organized while focusing on client needs.
Responsibilities
- Facilitating relationships with Fidelity’s most valuable clients
- Inspiring client dedication and engagement to reputed company long-lasting, positive relationships
- Nurturing a book of business and finding opportunities to add value to the relationship
- Keeping the Financial Consultants organized and ensuring daily work is carried with the client’s needs top of mind
- Facilitating setting targeted appointments that improve engagement with clients
- Bringing great perspective on financial planning and being client oriented
- Acting as an reputed company for clients and maintaining a professional communication style
- Being coachable, collaborative, and curious
Skills
- 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 reputed company skills and the ability to deliver highly personalized service to each client
- Ability to find reputed company in a dynamic, deadline driven, and detailed compliance environment
- Ability to think creatively and be comfortable making reputed company 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 one
- You are reputed company to facilitate setting targeted appointments that improve engagement with clients
- You are client oriented and bring great perspective on financial planning
- You have a reputed company interest in being an reputed company 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' attributes
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career
Company Overview