Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Fidelity TalentSource LLC
Campbell, CA, United States
Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book o
Job Source: Fidelity TalentSource LLCCharles Schwab
Campbell, CA, United States
Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a fi
Job Source: Charles SchwabEthos Veterinary Health
Campbell, CA, United States
Referral Relationship Manager - Veterinary Medicine - SAGE Campbell GENERAL OVERVIEW: The Referral Relationship Manager (RRM) serves as a liaison between the veterinary hospital and referring veterinarians within the market and surrounding areas. This position actively drives patient referrals and hospital referral revenue by identifying, cultiv
Job Source: Ethos Veterinary HealthNational Guard Employment Network
Campbell, CA, United States
The Opportunity: Sr Product Manager Johnson Controls has an exciting Product Management opportunity within the Global Products organization. We're looking for a Product Manager to join the Global Product Management team within JCI's Intrusion Product Business Unit (PBU) responsible for our wireless IQ Panel portfolio. This position reports to the D
Job Source: National Guard Employment NetworkNational Guard Employment Network
Campbell, CA, United States
Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required s
Job Source: National Guard Employment NetworkCorePower Yoga
Campbell, CA, United States
OUR PEOPLE POWER OUR PURPOSE Join our team and ignite your intention to make a difference. Together, we'll create an experience powerful enough to transform lives, including your own. Discover what happens when physical meets mindful. HOW WE SHOW UP We are fiercely committed to our core values of empowering everyone, practicing gratitude, buildi
Job Source: CorePower YogaFidelity TalentSource LLC
Campbell, CA, United States
Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We
Job Source: Fidelity TalentSource LLCCharles Schwab
Campbell
**Your opportunity** At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a
Job Source: Charles SchwabCampbell, CA, United States
Job Description:
Relationship Manager
As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.
The Expertise We're Looking For
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind.
The Skills You Bring
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
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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
The base salary range for this position is $57,000 - $80,000 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 63 - FINRA, Series 66 - FINRA
Category:
Relationship Management
#J-18808-Ljbffr
Email Alert for Relationship Manager - Campbell, CA jobs in Campbell, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.