Relationship Manager- Minnetonka, MN

Fidelity Investments • Minnetonka, MN

4d • $48,000 - $91,000

About The Position

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

The position focuses on deepening client relationships through long-term mentorship, collaboration with Relationship Managers company-wide, managing the client contact strategy, and creating meaningful client engagement. Fidelity provides training in-branch, regionally, nationally, and virtually, along with onboarding support.

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.
• Succeed in a dynamic, deadline-driven, detailed compliance environment.
• Have planning experience and knowledge of financial markets and products.
• Demonstrate strong social skills and the ability to provide highly personalized service.
• Think creatively and make decisions with support from the team.
• Facilitate targeted appointments that drive meaningful client engagement.
• Bring a client-focused mindset and strong financial planning insight.
• Be an advocate for clients.
• Communicate professionally and with polish.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications.
• A CFP certification.

Responsibilities

• Strengthen relationships with Fidelity’s most valuable clients.
• Support the branch team and keep Financial Consultants organized.
• Ensure daily activities are aligned 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.
• Manage the client contact strategy and build long-lasting relationships.
• Collaborate with the Relationship Manager team company-wide.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources for career development.
• Training and onboarding.

What This Job Offers

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