Relationship Manager: Client Advisor with Tuition Reimbursement

Fidelity Investments Inc.; Grand Blanc (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Relationship Manager to strengthen client relationships and support the branch team in delivering exceptional service.

You will help organize activities for Financial Consultants and align daily tasks with client needs to drive engagement and loyalty. With 1–3 years in financial services, you will aim to cultivate a book of business, find opportunities to add value, and maintain a client-focused mindset.

Qualifications

• FINRA licenses 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
• Strong social skills and ability to deliver highly personalized service
• Creative thinker, comfortable making decisions with team support
• Degree and/or other professional certifications are helpful; CFP possible via Tuition Reimbursement
• Ability to facilitate targeted appointments that drive client engagement
• Client-focused mindset with strong financial planning insight
• Advocate for clients with a vested interest
• Professional, polished communication style
• Coachability, collaboration, and curiosity are core strengths

Responsibilities

• Support the branch team by strengthening client relationships
• Keep Financial Consultants organized and focused on client outcomes
• Ensure daily activities align with client needs and preferences
• Learn to cultivate a book of business and identify opportunities to add value
• Interact with clients daily to foster trust and engagement

Skills

FINRA series 7/66

Customer experience

Compliance awareness

Financial planning

Communication

Team collaboration

Career certification guidance

Appointment setting

Client-focused mindset

Professional communication

Coachability & curiosity

Education

College degree or CFP helpful

Job description

Fidelity Investments Inc. is seeking a Relationship Manager to strengthen client relationships and support the branch team in delivering exceptional service.

You will help organize activities for Financial Consultants and align daily tasks with client needs to drive engagement and loyalty. With 1–3 years in financial services, you will aim to cultivate a book of business, find opportunities to add value, and maintain a client-focused mindset.