Wealth Management Relationship Manager - Boston, MA - Requisition #: - (Boston, MA)
object{ height:435px; } @media all and (max-width: 500px){ object{ height: 530px; } } @media all and (minimum-width: 501px) and (max-width: 800px){ object{ height: 455px; } } 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 Ability We're Looking For • Series 7, 63 & 65 and Life Insurance licenses are required • 5 or more years of customer service background 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 Adviser's efforts to increase and develop their business.
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From FinancialJobsWeb - 1 month ago