Relationship Manager - Broomfield, CO
Company: Fidelity Investments
Location: Broomfield
Posted on: July 29, 2022
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Job Description:
Job Description:Relationship ManagerAs a Relationship Manager,
you will be facilitating relationships with Fidelity's most
valuable clients. Through your honesty and integrity, we know you
will inspire client dedication and engagement in order to develop
long-lasting, positive relationships with Fidelity. You will learn
how to nurture a book of business and successfully find
opportunities to add value to the relationship. You will see your
impact on the business and have rewarding interactions with clients
every single day.The Expertise We're Looking ForFINRA Series 7 & 63
licensed; Series 65 or 66 licensed and appropriate state
registrations OR ability to acquire series 65/66 upon hire1-3 years
in financial services with an emphasis in providing an excellent
customer experiencePlanning experience and knowledge of financial
markets and productsStrong social skills and the ability to deliver
highly personalized service to each clientAbility to find success
in a dynamic, deadline driven, and detailed compliance
environmentAbility to think creatively and be comfortable making
decisions with the support of your teamDegree 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 oneThe Purpose of Your RoleThe Relationship Manager is a
pivotal role within the branch team responsible for fostering
client relationships and finding opportunities to deepen the
relationship in meaningful ways. You will keep the Financial
Consultants organized and ensure the daily work is carried with the
client's needs top of mind.The Skills You BringYou are able to
facilitate setting targeted appointments that improve engagement
with clientsYou are client oriented and bring great perspective on
financial planningYou have a vested interest in being an advocate
for your clientsYou are professional with a polished communication
style compatible with high net worth clienteleBeing coachable,
collaborative, and curious are your "go to" attributesOur
Investments in YouFidelity's greatest advantage is our people, and
we believe it is important to approach life holistically. We offer
a competitive total rewards package, including a stable base
salary, to recognize associate achievements. And ourbenefit
programsare designed to help you and your family strike the right
balance. We offer training in-branch, regionally, nationally, and
virtually to help you with all aspects of your business. You will
not fail due to a lack of training or onboardingThe Value You
DeliverYou are key to the Fidelity relationship strategyDeepening
client relationships through long term mentorshipCollaborating with
the Relationship Manager team company wideBeing responsible for the
client contact strategyBuilding long-lasting meaningful
relationships with clientsPlease see below for the salary range for
work locations in Colorado only:$45,000 - $70,500This position is
eligible for incentive compensation or an annual bonus
opportunity.Certifications:Series 07 - FINRA, Series 63 - FINRA,
Series 65 - FINRA, Series 66 - FINRACompany OverviewFidelity
Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a
Glassdoor Employees' Choice Award, we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.Many of our associates are continuing to work
remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working."We invite you to Find Your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity
employer. We believe that the most effective way to attract,
develop and retain a diverse workforce is to build an enduring
culture of inclusion and belonging.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
participate in the application or interview process. To initiate a
request for an accommodation, contact the HR Leave of
Absence/Accommodation Team by sending an email toaccommodations
fmr.com, or by calling 800-835-5099, prompt 2, option
3.PDN-964d374c-b1f2-44d4-b5e3-89fb25393cbf
Keywords: Fidelity Investments, Broomfield , Relationship Manager - Broomfield, CO, Executive , Broomfield, Colorado
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