Client Relationship Manager – Financial Services Growth

Fidelity Investments Inc.; Town of Brookfield (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Relationship Manager to strengthen client relationships and keep Financial Consultants organized. You will help cultivate a book of business, drive targeted client engagements, and ensure activities align with client needs and regulatory requirements.

The role requires FINRA Series 7 & 66 licenses (or the ability to acquire Series 66 upon hire), 1–3 years in financial services, and a client-focused, collaborative approach.

Qualifications

• FINRA licensing: 7/66 licenses or ability to acquire Series 66 on hire.
• 1–3 years in financial services with emphasis on customer experience.
• Ability to thrive in a dynamic, deadline-driven, compliance-focused environment.
• Knowledge of financial markets and products; strong planning skills.
• Excellent client-facing communication and a client-focused mindset.

Responsibilities

• Strengthen client relationships and support the branch team.
• Cultivate a book of business and identify opportunities to add value to relationships.
• Facilitate targeted client appointments to drive meaningful engagement.
• Ensure daily activities align with client needs and regulatory requirements.

Skills

FINRA Series 7

FINRA Series 66

Customer experience

Financial markets knowledge

Financial planning insight

Strong communication

Decision making with team

CFP or related certification helpful

Appointment setting

Client focus

Relationship management

Collaboration

Education

Bachelor's degree in a related field

CFP or professional certification is helpful

Job description

Fidelity Investments is seeking a Relationship Manager to strengthen client relationships and keep Financial Consultants organized. You will help cultivate a book of business, drive targeted client engagements, and ensure activities align with client needs and regulatory requirements.

The role requires FINRA Series 7 & 66 licenses (or the ability to acquire Series 66 upon hire), 1–3 years in financial services, and a client-focused, collaborative approach.