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.
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 relationships with high-value clients and support branch operations. You will keep financial consultants organized, facilitate client appointments, apply financial-planning insight, deepen long-term relationships, and identify opportunities to add value to each client relationship.
Requirements
- FINRA Series 7 and Series 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire.
- 1-3 years of financial-services experience with a customer-experience emphasis.
- Financial planning experience and knowledge of financial markets and products.
- Ability to work in a detailed compliance environment.
- Strong client service and communication skills.
- Ability to facilitate targeted client appointments.
Responsibilities
- Strengthen relationships with clients.
- Support the branch team and keep Financial Consultants 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.
- Deepen long-term client relationships.
- Execute the client contact strategy.
Benefits
- Health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Student loan repayment.
- Tuition reimbursement.
- Learning resources.
- In-branch, regional, national, and virtual training.