Finance Relationship Manager (Tuition Reimbursement)

Fidelity Investments Inc.; Portland (OR); On-site; USD 65,000 - 105,000; Full time

Job summary

Fidelity Investments Inc. seeks a Relationship Manager to strengthen client relationships and support the branch team in delivering tailored financial service.

You will learn to cultivate a book of business, coordinate with Financial Consultants, and identify opportunities to add value for clients daily. Ideal candidates bring FINRA Series 7 & 66 (or willingness to obtain Series 66), 1–3 years in financial services, and a client-focused mindset with strong communication and planning skills.

Qualifications

• FINRA Series 7 & 66 licenses and state registrations, or ability to acquire Series 66 on hire.
• 1–3 years in financial services with focus on customer experience
• Ability to operate in a regulatory, deadline-driven environment
• Planning and knowledge of financial markets and products
• Strong interpersonal skills with personalized client service
• Ability to make decisions with team support
• Degree and/or professional certifications are helpful; Tuition Reimbursement can assist in obtaining them
• Ability to arrange targeted appointments that engage clients
• Client-focused mindset with financial planning insight
• Advocacy for clients with a vested interest
• Professional demeanor and polished communication style
• Coachability, collaboration, and curiosity as core strengths

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Identify opportunities to add value to the client relationship.
• Contribute to a compliant, deadline-driven work environment and onboarding.

Skills

Relationship building

FINRA Series 7 & 66

Customer service

Financial planning insight

Communication skills

Team collaboration

Attention to detail

Coaching and curiosity

Sales aptitude

Education

CFP or related degree helpful

Relevant degree appreciated

Job description

Fidelity Investments Inc. seeks a Relationship Manager to strengthen client relationships and support the branch team in delivering tailored financial service.

You will learn to cultivate a book of business, coordinate with Financial Consultants, and identify opportunities to add value for clients daily. Ideal candidates bring FINRA Series 7 & 66 (or willingness to obtain Series 66), 1–3 years in financial services, and a client-focused mindset with strong communication and planning skills.