Client Relationship Manager – Financial Services

Fidelity Investments Inc.; Oklahoma; On-site; USD 60,000 - 85,000; Full time

Job summary

Fidelity Investments Inc. seeks a Relationship Manager in Oklahoma City to support branch teams by strengthening client relationships and organizing financial consultants. You will help cultivate a book of business and identify opportunities to add value through personalized client service.

The role requires FINRA licenses or the ability to obtain Series 66, 1-3 years in financial services, and a client-focused mindset. Onsite work model and ongoing training are highlighted in the description.

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• 1-3 years in financial services with emphasis on customer experience.
• Degree and/or professional certifications helpful; Tuition Reimbursement offered to obtain CFP/degree.

Responsibilities

• Facilitate relationships with Fidelity’s clients and support branch team.
• Schedule targeted appointments to drive client engagement.
• Deliver personalized client service and maintain compliance with regulations.
• Cultivate a book of business and expand opportunities within clients.

Skills

Customer service

Relationship building

Communication

Coachable

Education

Bachelor's degree

CFP (preferred)

Job description

Fidelity Investments Inc. seeks a Relationship Manager in Oklahoma City to support branch teams by strengthening client relationships and organizing financial consultants. You will help cultivate a book of business and identify opportunities to add value through personalized client service.

The role requires FINRA licenses or the ability to obtain Series 66, 1-3 years in financial services, and a client-focused mindset. Onsite work model and ongoing training are highlighted in the description.