Relationship Manager Jobs

About The 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 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 team support.
• Be able to facilitate targeted appointments that drive meaningful client engagement.
• Have a client-focused mindset and strong financial planning insight.
• Have a vested interest in advocating 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 designation or degree; Fidelity’s tuition reimbursement program may help associates obtain one.

Responsibilities

• 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.
• 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 relationships with clients.

Benefits

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