Relationship Manager - Grand Blanc, MI

Soteria Reinsurance Ltd.; Grand Blanc (MI); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Tuition Reimbursement

In-branch/ regional training

Onsite working model

Job summary

Fidelity Investments is seeking a Relationship Manager to deepen client engagement with our high-value clients. You will support the branch team, keep Financial Consultants organized, and ensure daily activities align with client needs.

The role emphasizes personalized service, compliance, and the ability to navigate financial markets with a client-focused mindset. Training is provided in-branch, regionally, and nationally.

Qualifications

• FINRA Series 7 & 66 licensed or the ability to acquire Series 66 upon hire
• 1–3 years in financial services with emphasis on customer experience
• Planning experience and knowledge of financial markets and products
• Strong social skills and ability to deliver highly personalized service
• Degree and/or CFP or related certifications are helpful; Tuition Reimbursement may assist pursuing them

Responsibilities

• Facilitate relationships with Fidelity's high-value clients
• Support branch team by keeping Financial Consultants organized
• Ensure daily activities align with client needs
• Develop a book of business and identify opportunities to add value
• Deliver client-focused service in a compliance-driven environment

Skills

FINRA Series 7 & 66

Customer service

Financial planning

Communication

Compliance

Team collaboration

Education

Bachelor's degree or equivalent

Tools

CRM systems

Microsoft Excel

Job description

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [e-mail] For roles based in Germany: Contact [e-mail] Fidelity Privacy Policy