Relationship Manager- Milwaukee, WI

Fidelity Investments Inc.; Goerke's Corners (WI); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch/ regional training programs

Job summary

Fidelity Investments Inc. in Wisconsin is seeking a Relationship Manager to support the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs.

You will learn to cultivate a book of business, identify opportunities to add value, and engage clients through thoughtful, compliant planning and service.

Qualifications

• FINRA licenses required 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/products
• Strong interpersonal skills with personalized client service
• Ability to make decisions with team support
• CFP or degree recommended; tuition reimbursement can help obtain one
• Ability to schedule targeted appointments driving client engagement
• Client-focused mindset with financial planning insight
• Advocate for clients with professional, polished communication
• Demonstrate coachability, collaboration, and curiosity

Responsibilities

• Support branch team by strengthening client relationships
• Keep Financial Consultants organized and aligned with client needs
• Cultivate a book of business and identify value opportunities
• Deliver personalized service and maintain high client engagement
• Participate in training and onboarding to ensure coverage across roles

Skills

FINRA Series 7 & 66 licenses

Customer service experience

Financial planning

Relationship management

Client engagement

Decision making with team support

CFP candidacy or degree helpful

Appointment setting

Coachability & collaboration

Education

CFP certification or degree recommended

Bachelor's degree or higher

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.

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.