About this role
Relationship Manager - Sunnyvale, CA at Fmr. Location: Sunnyvale, California, United States. Role: managing relationships, scheduling appointments, supporting consultants Requirements: FINRA Series 7 & 66 required or ability to acquire Series 66 on hire; 1-3 years financial services experience; financial planning and markets knowledge; strong client communication and decision-making skills. Category: Sales Seniority: Entry Level Certifications: series 7, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English