Senior Relationship Manager, Wealth Management
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • California • United States
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Salary
💰 $85,000 - $121,000 per year
Job Level
About the role
- Providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client
- Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to 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
Requirements
- Series 7, 63/65 or 66 and Life Insurance licenses are required
- Five or more years of customer service experience in the Financial Services industry
- Bachelor’s Degree preferred
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 learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceasset allocationmutual fund inquiriestrust and estate planningincome planningretirement planninghigh net worth product developmentproactive outreachclient contact strategyannual guidance reviews
Soft Skills
communicationrelationship managementproblem-solvingorganizational skillsattention to detailstrategic thinkingclient-focusedadaptabilitycollaborationinterpersonal skills
Certifications
Series 7Series 63Series 65Series 66Life Insurance license