Client Relationship Manager - Financial Planning

Fidelity Investments; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a Relationship Manager to support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. You will learn to cultivate a book of business and identify opportunities to add value to the relationship.

You will see your impact on the business and have rewarding interactions with clients daily.

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• 1-3 years in financial services with a focus on customer experience.
• Ability to operate in a dynamic, deadline-driven, and compliance-focused environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service.
• Creative thinker; capable of decision-making with team support.
• Degree and/or professional certifications are helpful; Tuition Reimbursement may aid CFP.
• Ability to facilitate targeted appointments driving client engagement.
• Client-focused mindset with solid financial planning insight.
• Advocate for clients and demonstrate vested interest in relationships.
• Professional demeanor and polished communication.
• Coachability, collaboration, and curiosity as core strengths.

Responsibilities

• Support branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Assist in ensuring daily activities match client requirements.
• Cultivate a book of business and identify opportunities to add value.
• Deliver highly personalized service with professional communication.
• Collaborate with Relationship Manager teams company-wide and mentor others.

Skills

FINRA Series 7 & 66 licenses

Customer experience

Compliance awareness

Financial planning knowledge

Social skills

Creative thinking

CFP / certifications helpful

Appointment setting

Client focus

Advocacy for clients

Professional communication

Coachability & collaboration

Education

CFP certification or degree preferred

Professional certifications

Job description

Fidelity Investments seeks a Relationship Manager to support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. You will learn to cultivate a book of business and identify opportunities to add value to the relationship.

You will see your impact on the business and have rewarding interactions with clients daily.