Client Relationship Manager, Financial Services

Fidelity Investments; Town of Brookfield (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Relationship Manager to support a branch team and deepen client relationships. You will help organize Financial Consultants, align daily activities with client needs, and seek opportunities to add value to the relationship.

You will learn to cultivate a book of business, drive meaningful client engagement, and grow with the team while upholding high standards of integrity and service.

Qualifications

• FINRA license (Series 7 & 66) or ability to obtain Series 66 on hire.
• 1–3 years in financial services with strong client focus.
• Ability to operate in a deadline-driven, compliant environment.
• Knowledge of financial markets and products; proactive planning.
• Professional, coachable, and capable of personalized client service.

Responsibilities

• Support branch team by strengthening client relationships and guiding client engagement.
• Facilitate targeted appointments to deepen client interactions and revenue.
• Maintain organized processes for Financial Consultants and ensure compliance.

Skills

Series 7 & 66

Customer experience

Compliance focus

Market knowledge

Strong communication

CFP helpful

Financial planning

Appointment setting

Client advocacy

Team oriented

Education

Bachelor's degree or CFP

Job description

Fidelity Investments is seeking a Relationship Manager to support a branch team and deepen client relationships. You will help organize Financial Consultants, align daily activities with client needs, and seek opportunities to add value to the relationship.

You will learn to cultivate a book of business, drive meaningful client engagement, and grow with the team while upholding high standards of integrity and service.