Client Relationship Manager – Financial Services

Fidelity Investments; Spring (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity Investments in Spring, TX seeks a Relationship Manager to grow and deepen client relationships with Fidelity’s valued clients. You will support the branch team, organize Financial Consultants’ activities, and ensure daily tasks align with client needs.

You will learn how to cultivate a book of business and identify opportunities to add value every day. The role emphasizes honesty, integrity, and delivering personalized service in a dynamic, compliance-driven environment, with onsite

Qualifications

• The Expertise And Skills You Bring list includes FINRA Series 7 & 66 licenses or ability to acquire on hire.
• 1-3 years in financial services with focus on customer experience.
• Ability to navigate a deadline-driven, compliance-focused environment.
• Planning experience and knowledge of financial markets and products.
• Strong interpersonal skills and ability to provide highly personalized service.
• Creative thinker with decision-making ability in a team setting.
• Professional mindset; CFP or degree helpful, with tuition reimbursement potential.
• Ability to arrange targeted appointments driving client engagement.
• Client-focused with strong financial planning insight.

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and find opportunities to add value to relationships.

Job description

Fidelity Investments in Spring, TX seeks a Relationship Manager to grow and deepen client relationships with Fidelity’s valued clients. You will support the branch team, organize Financial Consultants’ activities, and ensure daily tasks align with client needs.

You will learn how to cultivate a book of business and identify opportunities to add value every day. The role emphasizes honesty, integrity, and delivering personalized service in a dynamic, compliance-driven environment, with onsite