Relationship Manager- Oakdale, MN

Fidelity•Oakdale, MN

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 aligning daily activities with client needs. The Relationship Manager cultivates a book of business, identifies opportunities to add value to client relationships, and builds long-lasting, positive client connections. The role focuses on deepening relationships through long-term mentorship, implementing the client contact strategy, and collaborating with the Relationship Manager team company-wide. Training is provided in-branch, regionally, nationally, and virtually. This position is based in Oakdale, Minnesota. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations may evolve. The position offers a base salary range of $48,000–$91,000 per year, with placement depending on responsibilities, scope, location, relevant experience, and other factors. Depending on eligibility, compensation may also include a bonus or other variable compensation. 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 experience in financial services, with an emphasis on providing 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.
Have a vested interest in advocating for clients.
Communicate professionally with a polished style.
Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

A degree and/or other professional certifications are helpful.
A CFP designation is helpful; tuition reimbursement is available to help obtain one.
A degree is helpful; tuition reimbursement is available to help obtain one.

Responsibilities

Strengthen relationships with Fidelity’s most valuable clients.
Support the branch team and keep Financial Consultants organized.
Ensure daily activities align 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.
Be responsible for the client contact strategy and deepen client relationships through long-term mentorship.
Collaborate with the Relationship Manager team company-wide.
Build long-lasting, meaningful relationships with clients and advocate for their needs.

Benefits

Competitive total rewards package and 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.