Relationship Manager – Wealth Client Engagement

Fidelity Investments; Friendswood (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Relationship Manager to strengthen client relationships and support branch teams in delivering personalized service. You will learn to cultivate a book of business, identify opportunities for value, and engage with clients through meaningful daily interactions.

This role emphasizes compliance, planning, and collaboration with Financial Consultants, leveraging FINRA licenses and potential Tuition Reimbursement to pursue CFP or degree.

Qualifications

• FINRA Series 7 and 66 license required or ability to obtain on hire.
• 1–3 years in financial services with emphasis on customer experience.
• Ability to thrive in a deadline-driven, compliance-focused environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service.
• Ability to make decisions with team support.
• Degree or CFP; tuition reimbursement available to obtain one.
• Ability to facilitate targeted appointments driving client engagement.
• Client-focused mindset with financial planning insight.
• Advocate for clients and professional communication.
• Coachability, collaboration, and curiosity as core strengths.

Responsibilities

• Support branch team by strengthening client relationships.
• Keep Financial Consultants organized and align daily activities with client needs.
• Develop a book of business and identify opportunities to add value.
• Deliver rewarding client interactions and mentorship across the team.

Skills

FINRA Series 7/66

Customer experience

Compliance

Planning

Social skills

Decision making

CFP/degree

Appointment setting

Client focus

Advocate for clients

Professional communication

Coachability

Collaboration

Curiosity

Education

Degree/CFP

Job description

Fidelity Investments is seeking a Relationship Manager to strengthen client relationships and support branch teams in delivering personalized service. You will learn to cultivate a book of business, identify opportunities for value, and engage with clients through meaningful daily interactions.

This role emphasizes compliance, planning, and collaboration with Financial Consultants, leveraging FINRA licenses and potential Tuition Reimbursement to pursue CFP or degree.