Relationship Manager - Orland Park, IL

Fidelity Investments • Orland Park, IL

1d • $48,000 - $91,000 • Onsite

About The Position

The Relationship Manager facilitates relationships with Fidelity’s most valuable clients. The role supports the branch team by strengthening client relationships, helping Financial Consultants stay organized, and aligning daily activities with client needs. The Relationship Manager uses honesty and integrity to encourage client dedication and engagement, cultivates a book of business, and identifies opportunities to add value to client relationships. The role involves daily client interactions and contributes to Fidelity’s relationship strategy by deepening relationships through long-term mentorship, collaborating with Relationship Managers company-wide, managing the client contact strategy, and building lasting relationships.

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 experience in financial services, with an emphasis on delivering an 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 deliver highly personalized service to each client.
• Think creatively and be comfortable making decisions with team support.
• Have 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.

Nice To Haves

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

Responsibilities

• Strengthen relationships with Fidelity clients.
• Support the branch team and help Financial Consultants stay 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 client relationships.

Benefits

• Competitive total rewards package, including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

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