Relationship Manager - Orland Park, IL

Fidelity • Orland Park, IL

16h • Onsite

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. The role supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. Through honesty and integrity, the Relationship Manager inspires client dedication and engagement and develops long-lasting, positive relationships with Fidelity.

The position offers the opportunity to learn how to cultivate a book of business and identify opportunities to add value to client relationships. The Relationship Manager deepens relationships through long-term mentorship, collaborates with the Relationship Manager team company-wide, and is responsible for the client contact strategy. The role includes daily client interactions and facilitating targeted appointments that drive meaningful client engagement.

Fidelity provides in-branch, regional, national, and virtual training to support all aspects of the business. The position is part of Fidelity’s relationship strategy and its onsite working model is transitioning toward full-time onsite work through a phased rollout. Current onsite expectations vary by region and role and may evolve.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• Have 1–3 years of financial services experience, with an emphasis on providing an excellent customer experience.
• Be able to succeed in a dynamic, deadline-driven, detailed compliance environment.
• Have planning experience and knowledge of financial markets and products.
• Have strong social skills and the ability to deliver highly personalized service to each client.
• Be able to think creatively and make decisions with support from the team.
• Have the ability to facilitate targeted appointments that drive meaningful client engagement.
• Bring a client-focused mindset and strong financial planning insight.
• Have a vested interest in advocating for clients.
• Communicate professionally with a polished style.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications are helpful.
• A CFP or degree; Fidelity tuition reimbursement may help associates obtain one.

Responsibilities

• Strengthen relationships with Fidelity’s most valuable clients and support the branch team.
• Keep Financial Consultants organized and ensure daily activities are aligned with client needs.
• Cultivate a book of business and identify opportunities to add value to client relationships.
• Deepen client relationships through long-term mentorship and meaningful client interactions.
• Facilitate targeted appointments that drive meaningful client engagement.
• Be responsible for the client contact strategy.
• Collaborate with the Relationship Manager team company-wide.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed