Elite Relationship Manager – Client Growth & Advisory

Soteria Reinsurance Ltd.; Beaverton (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Relationship Manager to support branch teams, strengthen client relationships, and ensure activities align with client needs. You will learn how to cultivate a book of business and identify opportunities to add value, delivering personalized service daily.

You will be joining a team focused on mentorship, client contact strategy, and building long-lasting relationships with clients while adhering to compliance requirements and delivering excellent service.

Qualifications

• FINRA Series 7 & 66 licensed and state registrations; Series 66 upon hire optional
• 1-3 years in financial services with emphasis on customer experience
• Ability to navigate a deadline-driven, compliance-focused environment
• Planning experience and knowledge of financial markets and products
• Strong social skills with the ability to deliver highly personalized service

Responsibilities

• Support branch team by strengthening client relationships
• Keep Financial Consultants organized and aligned with client needs
• Develop a book of business and find opportunities to add value to relationships
• Facilitate targeted appointments that drive meaningful client engagement

Skills

FINRA Series 7 & 66

Customer experience

Compliance process

Financial markets knowledge

Strong communication

Decision making with team

Professional certifications helpful

Appointment setting

Client-focused mindset

Coaching and collaboration

Education

CFP certification helpful

Bachelor's degree

Job description

Fidelity Investments is seeking a Relationship Manager to support branch teams, strengthen client relationships, and ensure activities align with client needs. You will learn how to cultivate a book of business and identify opportunities to add value, delivering personalized service daily.

You will be joining a team focused on mentorship, client contact strategy, and building long-lasting relationships with clients while adhering to compliance requirements and delivering excellent service.