Relationship Manager - Beaverton, OR

Fidelity Investments • Portland, OR

2d

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 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 relationships through long-term mentorship, collaboration with Relationship Managers company-wide, and responsibility for the client contact strategy. It includes facilitating targeted appointments and building lasting, meaningful client 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 be able to acquire Series 66 upon hire.
• Have 1–3 years of financial services experience, emphasizing excellent customer experience.
• 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 provide highly personalized service to each client.
• Think creatively and feel comfortable making decisions with team support.
• Have the ability to 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 a polished style.
• Demonstrate coachability, collaboration, and curiosity.
• No immigration sponsorship is provided for this position.

Nice To Haves

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

Responsibilities

• Strengthen relationships with Fidelity clients.
• Support the branch team and keep Financial Consultants organized.
• Align daily activities 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.
• Be responsible for the client contact strategy.
• Build long-lasting, meaningful relationships with clients.

Benefits

• Competitive total rewards package, including a stable base salary.
• Tuition reimbursement to help associates obtain a degree or CFP.
• Training in-branch, regionally, nationally, and virtually.
• Benefit programs designed to support associates and their families.

What This Job Offers

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