Posted 6 days ago
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**Wealth Management Relationship Manager - St. Louis or Kansas City, MO** Drive high-net-worth client relationships in a hybrid role from Missouri branches. As a Relationship Manager, you'll offer exceptional interpersonal communication, manage complex client service requests, and work in a dynamic environment. Key responsibilities include proactive client outreach, customized service delivery, and collaborating with advisors to grow the business. Required licenses: Series 7, 63, 65, and Life Insurance. Bring five+ years of Financial Services experience, preferably with a Bachelor's Degree. A successful candidate demonstrates expertise in managing client portfolios, addressing diverse customer needs, and promoting annual guidance reviews. Your strong subject matter expertise enables you to support advisors' efforts, contributing to Fidelity's Wealth Management team's success.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
This role will be a hybrid role working out of one of our Missouri branch locations.
For you, client interactions arent just transactions. Theyre relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.
The Expertise Were Looking For
- Series 7, 63 & 65 and Life Insurance licenses are required
- Five or more years of customer service experience in the Financial Services industry
- Bachelors Degree preferred
The Purpose of Your Role
You are providing the highest level of customer service to Fidelitys 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 Advisors 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
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Relationship ManagementPlease be advised that Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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