Relationship Manager - St. Louis, MO

Soteria Reinsurance Ltd.; St. Louis, Northern (MO, KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Tuition Reimbursement

In-branch training

Job summary

Fidelity in St. Louis, MO is seeking a Relationship Manager to strengthen client relationships, support Financial Consultants, and ensure daily activities align with client needs.

You will learn how to cultivate a book of business and identify opportunities to add value through client engagement. The role requires FINRA Series 7 & 66 licenses (or ability to obtain) and 1–3 years in financial services with a focus on exceptional customer experience.

Qualifications

• FINRA Series 7 & 66 licensed or ability to obtain Series 66 on hire
• 1–3 years in financial services with focus on customer experience
• Strong interpersonal skills with ability to deliver highly personalized service
• Degree and/or CFP or related certifications are helpful; Tuition Reimbursement program can help you obtain one
• Ability to facilitate targeted appointments that drive client engagement

Responsibilities

• Support the branch team by strengthening client relationships and keeping Financial Consultants organized
• Cultivate a book of business and identify opportunities to add value to client relationships
• Operate in a dynamic, deadline-driven, and compliance-focused environment with a client-centric mindset

Skills

Relationship management

Client engagement

Communication skills

Financial markets knowledge

Compliance & ethics

Sales-minded

Cooperation/teamwork

Education

Bachelor’s degree or CFP a plus

Job description

## Relationship Manager - St. Louis, MOApply: St. Louis, MO: Full time: Posted Today: 2135050## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate 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 and Skills You Bring*** 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* Ability to find success in a dynamic, deadline driven, and detailed compliance environment* 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 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* Ability to facilitate targeted appointments that drive meaningful client engagement* Client-focused mindset and brings strong financial planning insight* Vested interest in being an advocate for clients* Professional, with a polished communication style* Demonstrate coachability, collaboration, and curiosity as core strengths## ## **The Team**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. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.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.## ## Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA## ## Category:## Relationship Management