Relationship Manager - Clearwater, FL
Fidelity(1 day ago)
About this role
The Relationship Manager at Fidelity is responsible for fostering meaningful client relationships, primarily with high-value clients, by providing personalized financial guidance and service. The role involves managing client contact strategies, supporting financial consultants, and deepening client engagement through long-term mentorship.
Required Skills
- Financial Planning
- Client Relations
- Communication
- Financial Markets
- Compliance
- Customer Service
- Relationship Management
- Sales
- Investments
- Financial Advice
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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