Client Relationship Manager – Financial Planning & Growth

Fidelity Investments Inc.; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Training in-branch

Onsite working model

Job summary

Fidelity Investments Inc. is seeking a Relationship Manager to strengthen client relationships and support the branch team in delivering exceptional service.

You will learn to cultivate a book of business and identify opportunities to add value for Fidelity’s top clients. The role requires FINRA licenses (Series 7 & 66) or willingness to obtain them, 1–3 years in financial services, and a client-focused, compliant approach.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
• 1-3 years in financial services with emphasis on customer experience
• Ability to navigate a compliant, deadline-driven environment
• Planning experience and knowledge of financial markets and products
• Strong social skills for highly personalized service
• Ability to make decisions with team support
• Tuition Reimbursement program can help obtain CFP/degree
• Facility to schedule targeted client appointments
• Client-focused mindset with financial planning insight
• Advocate for clients; professional and coachable

Responsibilities

• Facilitate relationships with Fidelity’s most valuable clients.
• Support branch team by organizing activities and aligning with client needs.
• Cultivate a book of business and identify opportunities to add value.
• Maintain high standards of client service and integrity.
• Collaborate with Relationship Manager team to deepen client relationships.

Skills

FINRA Series 7 & 66

Customer experience

Compliance

Financial planning

Relationship building

Decision making under guidance

COF/CFP assistance awareness

Appointments/engagement

Coachability & collaboration

Education

Bachelor's degree

CFP or equivalent (helpful)

Job description

Fidelity Investments Inc. is seeking a Relationship Manager to strengthen client relationships and support the branch team in delivering exceptional service.

You will learn to cultivate a book of business and identify opportunities to add value for Fidelity’s top clients. The role requires FINRA licenses (Series 7 & 66) or willingness to obtain them, 1–3 years in financial services, and a client-focused, compliant approach.