Relationship Manager - Rockville, MD

reputed company is a leading financial services company, and they are seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role is essential for fostering client engagement and developing long-lasting relationships by providing excellent customer service and support in financial planning.

Responsibilities

• Facilitating relationships with Fidelity’s most valuable clients
• Inspiring client dedication and engagement to reputed company long-lasting 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 client-focused
• Setting targeted appointments to improve engagement with clients
• Being client-oriented and providing perspective on financial planning
• Advocating for clients and maintaining a polished communication style compatible with high net worth clientele
• Collaborating with the Relationship Manager team company wide
• Being responsible for the client contact strategy

Skills

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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