Relationship Manager - Client Growth & Financial Planning

Fidelity; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity is seeking a Relationship Manager to deepen ties with our most valuable clients. You will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs.

The role requires FINRA Series 7 & 66 licenses (or ability to obtain Series 66), 1–3 years in financial services, strong communication, and a client-focused mindset.

Qualifications

• FINRA Series 7 & 66 licenses or ability to obtain Series 66 after hire.
• 1–3 years in financial services with a focus on customer experience.
• Ability to operate in a deadline-driven, compliant environment.
• Planning experience and knowledge of financial markets.
• Strong interpersonal skills for highly personalized service.
• Willingness to obtain CFP or degree with tuition reimbursement.
• Ability to schedule targeted client appointments.
• Client-focused mindset with advisory experience.

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Develop a book of business and identify opportunities to add value.
• Mentor and collaborate with Relationship Manager team company-wide.
• Execute client contact strategy and build long-lasting relationships.

Skills

FINRA Series 7/66

Financial services

Compliance

Financial planning

Client service

Communication

Decision making

CFP or degree helpful

Appointments

Client advocacy

Professional demeanor

Coachability

Collaboration

Curiosity

Education

College degree preferred

CFP certification helpful

Tuition reimbursement

Job description

Fidelity is seeking a Relationship Manager to deepen ties with our most valuable clients. You will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs.

The role requires FINRA Series 7 & 66 licenses (or ability to obtain Series 66), 1–3 years in financial services, strong communication, and a client-focused mindset.