Client Relationship Manager - Financial Advisory & Growth

Fidelity Investments Inc.; Raleigh (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Tuition Reimbursement

In-branch training

Job summary

Fidelity Investments Inc. in Raleigh, NC is seeking a Relationship Manager to strengthen client relationships for our valued clientele.

You will support the branch team by keeping Financial Consultants organized and ensuring daily activities align with client needs, delivering high-quality, personalized service. You will learn to cultivate a book of business, identify opportunities to add value, and advocate for clients within a collaborative Fidelity network, with training available regionally

Qualifications

• FINRA licenses required or ability to acquire Series 66 on hire.
• 1-3 years in financial services focused on client experience.
• Ability to navigate a deadline-driven, compliance-heavy environment.
• Tuition Reimbursement program supports CFP or degree pursuit.

Responsibilities

• Support branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value.
• Deliver personalized service and advocate for clients.

Skills

Series 7/66

Customer experience

Compliance awareness

Financial planning

Interpersonal skills

Creative thinking

CFP knowledge

Appointment setting

Client focus

Coachability

Education

Finance degree

CFP certification

Job description

Fidelity Investments Inc. in Raleigh, NC is seeking a Relationship Manager to strengthen client relationships for our valued clientele.

You will support the branch team by keeping Financial Consultants organized and ensuring daily activities align with client needs, delivering high-quality, personalized service. You will learn to cultivate a book of business, identify opportunities to add value, and advocate for clients within a collaborative Fidelity network, with training available regionally