Relationship Manager - Dublin, CA

Fidelity Bank is seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role involves nurturing a book of business, inspiring client dedication, and ensuring the Financial Consultants are organized while focusing on client needs. Responsibilities Facilitating relationships with Fidelity’s most valuable clients Inspiring client dedication and engagement to develop long-lasting, positive 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 carried with the client’s needs top of mind Facilitating setting targeted appointments that improve engagement with clients Bringing great perspective on financial planning and being client oriented Acting as an advocate for clients and maintaining a professional communication style Being coachable, collaborative, and curious Skills FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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 success in a dynamic, deadline driven, and detailed compliance environment Ability to think creatively and be comfortable making decisions 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 You are able to facilitate setting targeted appointments that improve engagement with clients You are client oriented and bring great perspective on financial planning You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele Being coachable, collaborative, and curious are your 'go to' attributes Benefits Comprehensive health care coverage and emotional well-being support Market-leading retirement Generous paid time off and parental leave Charitable giving employee match program Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Overview Fidelity Bank is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is