Relationship Manager - Financial Services and Client Growth

Fidelity Investments; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in St. Louis seeks a Relationship Manager to strengthen client relationships, support the branch team, and ensure daily activities align with client needs. You will learn to cultivate a book of business and identify opportunities to add value to the relationship.

The role requires FINRA licenses (Series 7 & 66), 1–3 years in financial services, and a customer-focused mindset. You will work in a structured, collaborative environment with ongoing training and potential to

Qualifications

• FINRA licenses required or able to acquire Series 66 on hire.
• 1-3 years in financial services delivering excellent customer experience.
• Ability to navigate a deadline-driven, compliance-focused environment.
• Experience with financial markets and products; strong client engagement.

Responsibilities

• Strengthen client relationships and support branch team.
• Keep Financial Consultants organized and aligned with client needs.
• Develop opportunities to expand the client book of business.

Skills

FINRA Licenses

Customer service

Financial planning

Communication

Team collaboration

Decision making

Coachability

Client advocacy

Education

CFP or related degree

Job description

Fidelity Investments in St. Louis seeks a Relationship Manager to strengthen client relationships, support the branch team, and ensure daily activities align with client needs. You will learn to cultivate a book of business and identify opportunities to add value to the relationship.

The role requires FINRA licenses (Series 7 & 66), 1–3 years in financial services, and a customer-focused mindset. You will work in a structured, collaborative environment with ongoing training and potential to