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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 client dedication and engagement.

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.
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.
Facilitate targeted appointments that drive meaningful client engagement.

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.
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.
Fidelity will not provide immigration sponsorship for this position.

Skills

Financial planning insight
Creative thinking
Decision making
Personalized service delivery
Social skills
Planning
Knowledge of financial markets and products
Customer experience
Collaboration
Coachability
Curiosity
Polished communication style

Location

Onsite

Work Type

Full-time

Experience Level

1-3 years

Education Level

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.

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 to develop your career.
Training in-branch, regionally, nationally, and virtually.

About the Company

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
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.

Equal Opportunity

Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.