Relationship Manager - North San Jose, CA at Fidelity Bank · San Jose

Summary: Fidelity Bank is a financial services company seeking a Relationship Manager to foster relationships with their most valuable clients. The role involves nurturing a book of business, ensuring client engagement, and collaborating with the branch team to meet client needs. Responsibilities: - Facilitating relationships with Fidelity’s most valuable clients - Inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity - Nurture a book of business and successfully find opportunities to add value to the relationship - Keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind - Facilitate setting targeted appointments that improve engagement with clients - Client oriented and bring great perspective on financial planning - Advocate for your clients - Professional with a polished communication style compatible with high net worth clientele - Coachable, collaborative, and curious attributes - Key to the Fidelity relationship strategy - Deepening client relationships through long term mentorship - Collaborating with the Relationship Manager team company wide - Responsible for the client contact strategy - Building long-lasting meaningful relationships with clients Required Qualifications: - 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 Preferred Qualifications: - 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 Required Skills: FINRA Series 7, FINRA Series 66 Important Skills: Financial services experience, Financial planning knowledge Nice-to-Have Skills: social skills, Coachable, Curious, Polished communication, Collaborative Benefits: Comprehensive health care coverage and emotional well-being support, Market-leading retirement, Generous paid time off and parental leave, Charitable giving employee match program, Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career