Relationship Manager - Vancouver, WA

Fidelity • Portland, WA

2d

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 ensuring daily activities are aligned with client needs. You will cultivate a book of business and identify opportunities to add value to client relationships, fostering long-lasting, positive relationships through honesty and integrity.

You will deepen client relationships through long-term mentorship, collaborate with the Relationship Manager team company-wide, manage the client contact strategy, and build meaningful relationships with clients. Fidelity provides training in-branch, regionally, nationally, and virtually to support associates in all aspects of the business.

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 experience in financial services, 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 the support of the team.
• Have 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.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

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

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.
• Deepen client relationships through long-term mentorship.
• Collaborate with the Relationship Manager team company-wide.
• Take responsibility for the client contact strategy.
• Build long-lasting, meaningful relationships with clients.

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.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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