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Senior Wealth Management Relationship Manager at Fidelity in Roseville, CA – Client-facing role with investment expertise.
Lead high-touch client service and portfolio support for high-net-worth clients, with strong client communication and regulatory compliance skills.
Job Description
For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.
The Expertise We’re Looking For
- Series 7, 63/65 or 66 and Life Insurance licenses are required
- Five or more years of customer service experience in the Financial Services industry
- Bachelor’s Degree preferred
The Purpose of Your Role
You are providing the highest level of customer service to Fidelity’s 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 Advisor’s efforts to increase and develop their business.
The Skills You Bring
- Exceptional interpersonal communication skills, via telephone and face-to-face consultations
- Your subject matter expertise will be used to address unique and complex client service requests
- Ability to work in a dynamic, fast-paced and deadline-oriented environment
- You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews
- Effectively maintain client portfolios in accordance with compliance guidelines
- Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
- Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients
- Delivering customized service to clients seeking a personalized high-touch relationship
- Documenting and communicating strategy discussions and implementation
- Effectively 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 planning
- Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews
- Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
- Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor
- Helping 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.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Salary, Benefits and Application
The base salary range for this position is $79,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications: Series 07 - FINRA, Series 66 - FINRA
Category: Relationship Management
Legal Disclaimer
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.