Relationship Manager - Financial Services (Tuition Reimb.)

Fidelity Investments Inc.; Friendswood (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Relationship Manager to support the branch team by strengthening client relationships and keeping Financial Consultants organized.

You will help cultivate a book of business and identify opportunities to add value to client relationships, delivering personalized service every day. You will work in a dynamic, compliance-driven environment, with training provided across in-branch, regional, national, and virtual formats.

Qualifications

• Must hold FINRA Series 7 and Series 66 or be able to acquire Series 66 upon hire.
• 1–3 years in financial services with a focus on delivering excellent customer experience.
• Ability to operate in a dynamic, deadline-driven, regulated environment.
• Strong planning experience and knowledge of financial markets and products.
• Excellent client-facing communication and ability to deliver highly personalized service.
• Creative thinker who can make decisions with team support.
• CFP or degree is helpful; Tuition Reimbursement can assist.
• Ability to schedule targeted appointments driving meaningful client engagement.
• Client-focused mindset with solid financial planning insight.
• Vested advocate for clients and professional, polished demeanor.
• Demonstrate coachability, collaboration, and curiosity.

Responsibilities

• Support branch team by strengthening client relationships and organizing activities.
• Facilitate client engagement and deepen the Fidelity relationship.
• Maintain client contact strategy and ensure daily activities align with client needs.
• Mentor and collaborate with Relationship Manager teams to expand the book of business.

Skills

FINRA Series 7

Series 66

Customer experience

Markets knowledge

Financial planning

Compliance

CFP prep

Appointment setting

Client focus

Communication skills

Coachability

Collaboration

Education

CFP or degree helpful

Job description

Fidelity Investments Inc. is seeking a Relationship Manager to support the branch team by strengthening client relationships and keeping Financial Consultants organized.

You will help cultivate a book of business and identify opportunities to add value to client relationships, delivering personalized service every day. You will work in a dynamic, compliance-driven environment, with training provided across in-branch, regional, national, and virtual formats.