Client Relationship Manager — Financial Services Growth

Fidelity Investments Inc.; Oklahoma City (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a Relationship Manager to help strengthen client relationships and support the branch team. You will learn to cultivate a book of business and uncover opportunities to add value, delivering highly personalized service to each client on a daily basis.

The role emphasizes integrity, Compliance awareness, and collaboration with Financial Consultants to drive client engagement and retention. Onsite presence is expected in many settings.

Qualifications

• FINRA Series 7 and 66 licenses, or ability to acquire Series 66 after hire.
• 1–3 years in financial services with emphasis on customer experience.
• Ability to thrive in a deadline-driven, compliance-focused environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and highly personalized client service.
• Comfort making decisions with team support and guidance.
• CFP or degree is helpful; Tuition Reimbursement may assist obtaining one.
• Ability to schedule targeted appointments that drive client engagement.
• Client-focused mindset with solid financial planning insight.

Responsibilities

• Support the branch team by strengthening client relationships.
• Assist in keeping Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value.
• Deliver highly personalized service to each client.

Skills

FINRA licenses 7/66

Customer experience

Compliance readiness

Financial markets knowledge

Interpersonal skills

Team decision support

Job description

Fidelity Investments is seeking a Relationship Manager to help strengthen client relationships and support the branch team. You will learn to cultivate a book of business and uncover opportunities to add value, delivering highly personalized service to each client on a daily basis.

The role emphasizes integrity, Compliance awareness, and collaboration with Financial Consultants to drive client engagement and retention. Onsite presence is expected in many settings.