Wealth Management Relationship Manager

Fidelity Investments
Tysons Corner, VA
May 17, 2018
May 21, 2018
Full Time
For you, client interactions arent just transactions. Theyre relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Expertise Were Looking ForSeries 7, 63 & 65 and Life Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelors Degree preferred The Purpose of Your Role You are providing the highest level of customer service to Fidelitys most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisers efforts to increase and develop their business. The Skills You BringExceptional interpersonal communication skills, via telephone and face-to-face consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and deadline-oriented environmentYou will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviewsEffectively maintain client portfolios in accordance with compliance guidelines The Value You DeliverManaging inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clientsDelivering customized service to clients seeking a personalized high-touch relationshipDocumenting and communicating strategy discussions and implementationEffectively 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 planningPartnering with the Adviser and implementing a structured client contact strategy and promoting annual guidance reviewsIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offeringsConducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the AdviserHelping with pre- and post-guidance appointments; making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting How Your Work Impacts the Organization Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.