Relationship Manager - Beaverton, OR

Fidelity Investments; Portland (OR); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments in Portland seeks a Relationship Manager to support our branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs.

You will learn to cultivate a book of business, identify opportunities to add value to client relationships, and deliver highly personalized service with honesty and integrity every day.

Qualifications

• FINRA Series 7 & Series 66 licenses and state registrations.
• 1-3 years in financial services with emphasis on customer experience.
• Ability to navigate a dynamic, deadline-driven, and compliant environment.
• Planning and knowledge of financial markets and products.
• Strong interpersonal skills and ability to deliver highly personalized service.

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value to relationships.
• Deliver honest, professional client service with integrity.

Skills

FINRA Series 7

FINRA Series 66

Customer service

Financial planning

Relationship management

Communication

Coachable / Collaborative

Education

Bachelor's degree

CFP or related certifications helpful

Job description

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise And Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment
• Planning experience and knowledge of financial markets and products
• Strong social skills and the 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; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
• Ability to facilitate targeted appointments that drive meaningful client engagement
• Client-focused mindset and brings strong financial planning insight
• Vested interest in being an advocate for clients
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 66 - FINRA

Category

Relationship Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.