Relationship Manager - Beaverton, OR

Fidelity • Portland, OR

1d

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs. Through honesty and integrity, you will inspire client dedication and engagement and develop long-lasting, positive relationships with Fidelity. You will learn to cultivate a book of business and identify opportunities to add value to client relationships, with daily opportunities to see your impact and interact with clients.

The role focuses on deepening client relationships through long-term mentorship, collaboration with the Relationship Manager team company-wide, responsibility for the client contact strategy, and building meaningful, lasting client relationships. Fidelity provides in-branch, regional, national, and virtual training to support associates in all aspects of the business.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence while others require less; expectations may evolve as the rollout continues. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Hiring and association may be restricted for individuals with certain criminal histories under applicable laws and regulations.

Requirements

• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• 1–3 years of experience in financial services, with an emphasis on providing an excellent customer experience.
• Ability to succeed in a dynamic, deadline-driven, detail-oriented 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 make decisions with support from the team.
• Ability to facilitate targeted appointments that drive meaningful client engagement.
• Client-focused mindset and strong financial planning insight.
• Vested interest in advocating for clients.
• Professional demeanor and polished communication style.
• Coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications are helpful.
• CFP certification or a degree; Fidelity’s Tuition Reimbursement program may help associates obtain one.

Responsibilities

• Strengthen client relationships 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.
• Facilitate targeted appointments that drive meaningful client engagement.
• Deepen client relationships through long-term mentorship and meaningful, lasting interactions.
• Collaborate with the Relationship Manager team company-wide.
• Take responsibility for the client contact strategy.
• Advocate for clients and provide personalized service.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families achieve balance.
• Training offered in-branch, regionally, nationally, and virtually.
• Tuition Reimbursement program.

What This Job Offers

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