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About the Role
The Relationship Manager supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. This role cultivates a book of business, finds opportunities to add value, and fosters long-lasting, positive relationships with Fidelity.
Responsibilities
- Support the branch team by strengthening client relationships.
- Keep Financial Consultants organized.
- Ensure daily activities are aligned with client needs.
- Cultivate a book of business.
- Find opportunities to add value to the relationship.
- Facilitate targeted appointments that drive meaningful client engagement.
- Deepen client relationships through long-term mentorship.
- Collaborate with the Relationship Manager team company wide.
- Be responsible for the client contact strategy.
- Build long-lasting meaningful relationships with clients.
Requirements
- 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.
- Ability to facilitate targeted appointments that drive meaningful client engagement.
- Fidelity’s business is governed by various acts and regulations which may restrict hiring individuals with certain Criminal Histories.
Skills
- 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.
- 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.
Location
- Onsite
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- Degree and/or other professional certifications are helpful; CFP or degree can be obtained through Tuition Reimbursement program.
Salary/Compensations
- $48,000-91,000 USD per year
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources.
About the Company
- Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- Onsite expectations are likely to evolve as the rollout continues.
Equal Opportunity
- Fidelity will not provide immigration sponsorship for this position.