Relationship Manager- Minnetonka, MN

Fidelity • Minnetonka, MN

3d

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. This role supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs. The Relationship Manager builds client dedication and engagement through honesty and integrity, cultivates a book of business, and identifies opportunities to add value to client relationships.

The role focuses on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company-wide, managing the client contact strategy, and building meaningful, lasting relationships. Fidelity provides in-branch, regional, national, and virtual training and onboarding.

Requirements

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

Nice To Haves

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

Responsibilities

• Strengthen client relationships and support the branch team.
• Keep Financial Consultants organized and ensure daily activities align with client needs.
• Cultivate a book of business and identify opportunities to add value to client relationships.
• Facilitate targeted appointments that drive meaningful client engagement.
• Deepen client relationships through long-term mentorship.
• Collaborate with the Relationship Manager team company-wide.
• Manage the client contact strategy and build long-lasting relationships with clients.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Paid time off and 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