Client Relationship Manager – Financial Services

Fidelity; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity is seeking a Relationship Manager to strengthen client relationships and support branch teams in delivering personalized service. You will help manage a book of business, coordinate with Financial Consultants, and identify opportunities to add value while maintaining compliance and professional standards.

Ideal candidates bring Series 7 & 66 (or 66 on hire), 1–3 years in financial services, strong communication, and a client-centric mindset.

Qualifications

• FINRA licenses (Series 7 & 66) or ability to acquire Series 66 on hire.
• 1-3 years in financial services with a customer experience emphasis.
• Ability to navigate a dynamic, deadline-driven compliance environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service.
• Willingness to pursue CFP or degree via Tuition Reimbursement.
• Ability to facilitate targeted appointments that drive client engagement.
• Client-focused mindset with strong financial planning insight.
• Advocate for clients with a professional, polished communication style.
• Coachable, collaborative, and curious as core strengths.

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value.
• Deliver honest, collaborative client service and mentorship.
• Represent Fidelity with professional communication and client-focused service.

Skills

FINRA Series 7 & 66 licensed

Customer service excellence

Attention to detail in compliance

Financial markets knowledge

Strong communication skills

Team-based decision making

Coaching and collaboration

Tuition Reimbursement for CFP/degree

Education

Bachelor's degree or professional certification

CFP helpful

Job description

Fidelity is seeking a Relationship Manager to strengthen client relationships and support branch teams in delivering personalized service. You will help manage a book of business, coordinate with Financial Consultants, and identify opportunities to add value while maintaining compliance and professional standards.

Ideal candidates bring Series 7 & 66 (or 66 on hire), 1–3 years in financial services, strong communication, and a client-centric mindset.