Client Relationship Manager — Tuition Reimbursement

Fidelity Investments Inc.; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. seeks a Relationship Manager to foster strong relationships with high-value clients and support the branch team in delivering personalized, compliant financial guidance.

You will learn to cultivate a book of business and identify opportunities to add value in every client interaction. Role emphasizes delivering client-centric service, collaborating with Financial Consultants, and participating in Fidelity’s onsite working model during phased rollout.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• 1-3 years in financial services with emphasis in customer experience.
• Ability to operate in a dynamic, deadline driven, and detailed compliance environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service to each client.
• Ability to think creatively and be comfortable making decisions with the support of your team.
• Degree and/or other professional certifications are helpful; Tuition Reimbursement can help obtain CFP.
• Ability to facilitate targeted appointments that drive meaningful client engagement.
• Client-focused mindset and strong financial planning insight.
• Vested interest in advocating for clients.
• Professional, polished communication style.
• Demonstrate coachability, collaboration, and curiosity.

Responsibilities

• Build and deepen relationships with Fidelity’s top clients.
• Support branch team by keeping Financial Consultants organized and aligned to client needs.
• Cultivate a book of business and identify opportunities to add value to client relationships.
• Participate in training and onboarding to master Fidelity’s client relationship strategies.

Skills

FINRA Series 7/66

Customer experience

Compliance focus

Financial planning

People skills

Decision making

Tuition reimbursement CFP

Appointments

Client advocacy

Communication

Coachability

Education

CFP or finance degree

Job description

Fidelity Investments Inc. seeks a Relationship Manager to foster strong relationships with high-value clients and support the branch team in delivering personalized, compliant financial guidance.

You will learn to cultivate a book of business and identify opportunities to add value in every client interaction. Role emphasizes delivering client-centric service, collaborating with Financial Consultants, and participating in Fidelity’s onsite working model during phased rollout.