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Wealth Management Senior Relationship Manager - Sacramento, CA Area
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$79k–$153k/yr
Full-time
bachelor degree, professional certificate
Health Care Coverage, Emotional Well-being Support, Retirement Plan, Paid Time Off, Parental Leave, Charitable Giving Employee Match Program
Posted 60d ago
~40 hrs/week
Responsibilities
Provide high-level customer service to high-net-worth clients by managing portfolios and implementing structured contact strategies. Collaborate with Advisors to address complex client needs and identify opportunities for asset consolidation and product development.
Requirements
Requires Series 7, 63/65 or 66 and Life Insurance licenses along with at least five years of financial services customer service experience. A bachelor's degree is preferred.
Full job description
Job Description:
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 For
Series 7, 63/65 or 66 and Life Insurance licenses are required
Five or more years of customer service experience in the Financial Services industry
Bachelor’s Degree preferred
The Purpose of Your Role
You 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 Bring
Exceptional interpersonal communication skills, via telephone and face-to-face consultations
Your subject matter expertise will be used to address unique and complex client service requests
Ability to work in a dynamic, fast-paced and deadline-oriented environment
You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews
Effectively maintain client portfolios in accordance with compliance guidelines
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients
Delivering customized service to clients seeking a personalized high-touch relationship
Documenting and communicating strategy discussions and implementation
Effectively 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 planning
Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews
Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor
Helping 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 meeting
How Your Work Impacts the Organization
Private 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.
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 $79,000-153,000 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.
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,398,387
Total funding
$2.0B
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
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