Relationship Manager, Minnetonka, MN

Job Description:

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. We know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise We're Looking For

• A college degree is encouraged yet not required
• 1-3 years in financial services with an emphasis in customer service
• Sales experience and knowledge of the financial markets and products
• Strong social skills and the ability to deliver highly personalized service to each client
• Thrive in a compliance driven, dynamic, and deadline driven environment
• Ability to think creatively and be comfortable making decisions
• A series 7 and series 63 license that are current and in good standing
• You will obtain a series 65 license within 90 days of hire

The Purpose of Your Role

The Relationship Manager is a pivotal role within the branch office responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind.

The Skills You Bring

• You are able to drive targeted appointments that improve engagement with clients
• You give specialized service and standout experiences to your clients
• You are sales focused and knowledgeable about financial planning
• You are known for your excellent communication skills both written and verbal
• You have a vested interest in being an advocate for your clients
• You are professional with a polished communication style compatible with high net worth clientele

The Value You Deliver

• You are key to the Fidelity relationship strategy
• Deepening client relationships through long term mentorship
• Collaborating with the Relationship Manager team company wide
• Being responsible for the client contact strategy
• Building long-lasting meaningful relationships with clients

How Your Work Impacts the Organization

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.

Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Relationship Management

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).