Relationship Manager - Torrance, CA
Fidelity(1 month ago)
About this role
A Relationship Manager at Fidelity builds and maintains long-term relationships with high-value clients to drive engagement, trust, and client retention. The role supports the branch relationship strategy by nurturing a book of business and coordinating with Financial Consultants and branch teams to enhance client outcomes.
Required Skills
- Client Relations
- Financial Planning
- Appointment Setting
- Communication
- Compliance
- Collaboration
- Decision Making
- Coaching
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65
- Series 66
- State Registrations
- Degree
- CFP (Preferred)
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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