Client Relationship Manager – Financial Services

Fidelity Investments; Rosemont (PA); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments in Rosemont, PA is seeking 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 apply FINRA licenses, deliver personalized service, and help grow a book of business while learning and collaborating with the broader Fidelity relationship team.

The role emphasizes integrity, client focus, and the ability to work in a structured,

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire
• 1–3 years in financial services with focus on customer experience
• Ability to thrive in a deadline-driven, compliance environment
• Degree and/or certifications are helpful; Tuition Reimbursement can assist in obtaining a CFP or degree

Responsibilities

• Support branch team by strengthening client relationships
• Keep Financial Consultants organized and align daily activities with client needs
• Cultivate a book of business and identify opportunities to add value
• Engage with clients daily to deliver high-quality service and build trust

Skills

Customer service

Relationship management

Client communication

Team collaboration

Decision making

Coachability

Attention to detail

Education

CFP certification helpful

Job description

Fidelity Investments in Rosemont, PA is seeking 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 apply FINRA licenses, deliver personalized service, and help grow a book of business while learning and collaborating with the broader Fidelity relationship team.

The role emphasizes integrity, client focus, and the ability to work in a structured,