Financial Services Relationship Manager

Fidelity Investments Inc.; Tucson (AZ); On-site; USD 75,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Relationship Manager to support branch teams by strengthening client relationships and keeping Financial Consultants organized.

You will help align daily activities with client needs and learn to cultivate a book of business, identifying opportunities to add value for lasting client engagement. You will operate in a dynamic, compliance-driven environment, leveraging planning skills and financial product knowledge to deliver personalized service and advocate

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• 1–3 years in financial services with emphasis on customer experience.
• Ability to navigate a dynamic, deadline-driven compliance environment.
• Planning experience and knowledge of financial markets and products.
• Professional certifications are helpful; Tuition Reimbursement can help obtain CFP or degree.
• Ability to facilitate targeted appointments that drive client engagement.
• Client-focused mindset with strong financial planning insight.
• Advocate for clients and maintain polished communication.

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Ensure daily activities are focused on client service and outcomes.
• Learn to cultivate a book of business and identify opportunities to add value.
• Engage with clients daily and collaborate with the Relationship Manager team.

Skills

Customer experience

Financial planning

Communication skills

Coachability

Collaboration

Curiosity

Education

CFP/degree helpful

Job description

Fidelity Investments Inc. is seeking a Relationship Manager to support branch teams by strengthening client relationships and keeping Financial Consultants organized.

You will help align daily activities with client needs and learn to cultivate a book of business, identifying opportunities to add value for lasting client engagement. You will operate in a dynamic, compliance-driven environment, leveraging planning skills and financial product knowledge to deliver personalized service and advocate