Relationship Manager - Atlanta, GA

Fidelity Investments • Atlanta, GA

3d

About The Position

The Relationship Manager facilitates relationships with Fidelity’s most valuable clients and supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs. The role calls for honesty and integrity to inspire client dedication and engagement and develop long-lasting, positive relationships. The Relationship Manager learns to cultivate a book of business and identify opportunities to add value to client relationships, with daily client interactions and visible impact on the business.

The position 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 client relationships. Fidelity provides training in-branch, regionally, nationally, and virtually, as well as onboarding support. The role is based in Atlanta, Georgia. Fidelity will not provide immigration sponsorship for this position.

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.
• 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 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.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

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

Responsibilities

• Facilitate relationships with Fidelity’s most valuable clients.
• Support the branch team by strengthening client relationships and keeping 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.
• Serve as an advocate for clients and provide personalized service.
• Deepen client relationships through long-term mentorship.
• Collaborate with the Relationship Manager team company-wide.
• Manage the client contact strategy and build long-lasting, meaningful relationships with clients.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families strike the right balance.
• Training 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