Relationship Manager - Walnut Creek, CA
reputed company is a leading financial services company seeking a Relationship Manager to facilitate relationships with their most valuable clients. The role involves nurturing a book of business, inspiring client dedication, and ensuring that client needs are prioritized in reputed company interactions.
Responsibilities
- Facilitating relationships with Fidelity’s most valuable clients
- Inspiring client dedication and engagement to reputed company long-lasting relationships
- Nurturing a book of business and finding opportunities to add value to the relationship
- Keeping the Financial Consultants organized and ensuring daily work is client-focused
- Setting targeted appointments that improve engagement with clients
- Being client-oriented and providing perspective on financial planning
- Advocating for clients and maintaining a polished communication style with high net worth clientele
- Collaborating with the Relationship Manager team company wide
- Being responsible for the client contact strategy
- Building long-lasting meaningful relationships with clients
Skills
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- 1-3 years in financial services with an emphasis in providing an excellent customer experience
- Planning experience and knowledge of financial markets and products
- Strong social skills and the ability to deliver highly personalized service to each client
- Ability to find reputed company in a dynamic, deadline driven, and detailed compliance environment
- Ability to think creatively and be comfortable making reputed company with the support of your team
- Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- reputed company to reputed company your career
Company Overview