Relationship Manager - Walnut Creek, CA

Fidelity Investments 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 all interactions. Responsibilities Facilitating relationships with Fidelity’s most valuable clients Inspiring client dedication and engagement to develop 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 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 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 Learning resources to develop your career Company Overview Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is