Central Relationship Manager - Greater Los Angeles, CA Area

About this role

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: LA Century City, Pasadena, Burbank   South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring • 1-3 years of experience in financial services (outbound calling experience preferred)  • Related customer engagement experience desired  • Series 7 and Series 63 required  • Series 66 licensed preferred  • Excellent communication and interpersonal skills with clients, peers, and business partners • Comfortable making outbound telephone calls • Ability to thrive in a fast-paced environment • A broad understanding of investment options for the high-net-worth client • An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

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.

The base salary range for this position is $48,000-91,000 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. 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.

Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Customer Service, Relationship Management, Sales

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