Relationship Manager
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will strengthen client relationships, organize and support financial consultants, and align daily activities with client needs. You will build a book of business, identify opportunities to add value, facilitate targeted client appointments, and develop client contact strategies.
Requirements
- FINRA Series 7 license
- FINRA Series 66 license or ability to acquire it upon hire
- 1-3 years of financial services experience
- Customer service
- Financial planning knowledge
- Financial market knowledge
- Financial product knowledge
- Compliance knowledge
Responsibilities
- Strengthen client relationships
- Support financial consultants and keep them organized
- Align daily activities with client needs
- Cultivate a book of business
- Identify opportunities to add value to client relationships
- Facilitate targeted appointments that drive client engagement
- Develop client contact strategies
- Build long-lasting client relationships
Benefits
- Tuition reimbursement
- Training and onboarding