Client Relationship Manager - Financial Services | Growth

Fidelity Investments Inc.; Beaverton (OR); Presencial; USD 65.000 - 95.000; Tempo integral

Resumo da vaga

Fidelity Investments Inc. in Beaverton, OR is seeking a Relationship Manager to cultivate strong client relationships and support the branch team in delivering exceptional service.

You will manage a book of clients, coordinate with Financial Consultants, and identify opportunities to add value while complying with regulatory requirements.

This onsite role emphasizes integrity, client advocacy, and collaboration within Fidelity's Beaverton team.

Qualificações

• FINRA Series 7 & 66 licensed or eligible to acquire Series 66.
• 1–3 years in financial services delivering excellent customer experience.
• Ability to navigate a dynamic, deadline-driven compliance environment.
• Knowledge of financial markets and products.
• Strong interpersonal skills and personalized service.
• Professional communication and coachable mindset.
• Tuition Reimbursement program to obtain CFP or degree.

Responsabilidades

• Support relationships with Fidelity’s top clients and strengthen client relationships.
• Keep Financial Consultants organized and align daily activities with client needs.
• Develop a book of business and identify opportunities to add value.
• Contribute to client contact strategy and long-term engagement.

Conhecimentos

FINRA Series 7 & 66

Customer service

Financial planning

Client focus

Regulatory compliance

Certifications helpful

Formação

Bachelor's degree

CFP or degree

Descrição da vaga

Fidelity Investments Inc. in Beaverton, OR is seeking a Relationship Manager to cultivate strong client relationships and support the branch team in delivering exceptional service.

You will manage a book of clients, coordinate with Financial Consultants, and identify opportunities to add value while complying with regulatory requirements.

This onsite role emphasizes integrity, client advocacy, and collaboration within Fidelity's Beaverton team.