Job Description:

Central Relationship Manager

We have an exciting opportunity for a remote, licensed Central Relationship Manager in the Greater San Francisco, CA Metro area! While you will work from home, you must reside near the Greater San Francisco, California area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely

The Purpose of Your Role

This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients.

The Expertise We’re Looking For

• 1-3 years of experience in financial services (outbound calling experience preferred)

• Related customer engagement experience desired

• Series 7 required

• Series 63 and 65 or Series 66 licensed or ability to acquire upon hire

The Skills You Bring

• Confidence with making outbound telephone calls to clients with various asset levels

• Excellent communication and interpersonal skills with clients, peers, and business partners

• Your ability to succeed in a fast-paced environment

• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Value You Deliver

• You are essential to the Fidelity relationship strategy!

• Deepening client relationships through long term guidance

• Collaborating with internal business partners to help build long lasting, meaningful relationships with clients

Our Investments in You

Fidelity’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 our benefit programs are designed to help you and your family strike the right balance.

Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA

Company Overview

Fidelity 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 Us

At 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(opens in a new tab), 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.

As a result of COVID-19, many of our associates are continuing to work remotely. 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(opens in a new tab).” 

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 to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.