Relationship Manager - Vancouver, WA

Fidelity Investments•Portland, OR

3d•$48,000 - $91,000

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. The role supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. The Relationship Manager cultivates a book of business, identifies opportunities to add value to client relationships, and contributes to long-lasting, positive client engagement. The position focuses on deepening client relationships through long-term mentorship, carrying out the client contact strategy, and collaborating with Relationship Manager colleagues across the company. Fidelity provides training in-branch, regionally, nationally, and virtually. The role is based in Vancouver, Washington, and Fidelity is transitioning toward a full-time onsite working model through a phased rollout; onsite requirements vary by role and location and may evolve.

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, 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 the support of 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 as core strengths.

Nice To Haves

A degree and/or other professional certifications are helpful.
A CFP designation is helpful.

Responsibilities

Support the branch team in 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.
Develop client relationships through long-term mentorship and personalized service.
Be responsible for the client contact strategy.
Collaborate with the Relationship Manager team company-wide.
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 and tuition reimbursement.
Learning resources for career development.
Training in-branch, regionally, nationally, and virtually.