Relationship Manager - Beaverton, OR

Fidelity Investments; Portland (OR); Vor Ort; USD 65.000 - 105.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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.

Kenntnisse

Relationship building

FINRA Series 7 & 66

Customer service

Financial planning insight

Communication skills

Team collaboration

Attention to detail

Coaching and curiosity

Sales aptitude

Ausbildung

CFP or related degree helpful

Relevant degree appreciated

Jobbeschreibung

Fidelity will not provide immigration sponsorship for this position.

Job Description:

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.