Wealth Management Relationship Manager - St. Louis or Kansas City, MO

Job DescriptionThis role will be a hybrid role working out of one of our Missouri branch locations. For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.The Expertise We’re Looking ForSeries 7, 63 & 65 and Life Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelor’s Degree preferredThe Purpose of Your RoleYou are providing the highest level of customer service to Fidelity’s 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 Advisor’s efforts to increase and develop their business.The Skills You BringExceptional interpersonal communication skills, via telephone and face-to-face consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and deadline-oriented environmentYou will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviewsEffectively maintain client portfolios in accordance with compliance guidelinesThe Value You DeliverManaging inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clientsDelivering customized service to clients seeking a personalized high-touch relationshipDocumenting and communicating strategy discussions and implementationEffectively 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 planningPartnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviewsIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offeringsConducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the AdvisorHelping 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 meetingHow Your Work Impacts the OrganizationPrivate 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.CertificationsSeries 07 - FINRA, Series 66 - FINRACategoryRelationship ManagementPlease 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.