Senior Wealth Management Relationship Lead

Fidelity; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity is seeking a Relationship Manager in Private Wealth Management to partner with Advisors for high-net-worth clients. You will drive personalized service through proactive outreach, inbound support, and ongoing relationship management.

Responsibilities include addressing complex investment inquiries, asset allocation, retirement planning, and tax-advantaged solutions while maintaining compliance and delivering a seamless client experience.

Qualifications

• Five or more years of customer service experience in financial services.
• Series 7 and 66 licenses or ability to acquire Series 66 upon hire.
• Exceptional interpersonal communication skills for client consultations.

Responsibilities

• Build meaningful client relationships within Fidelity's Wealth Management team.
• Address brokerage, investment inquiries, asset allocation, retirement and estate considerations.
• Support client meetings and reviews, and identify opportunities for asset consolidation and new wealth solutions.

Education

Bachelor's degree preferred

FINRA Series 7 and 66 licensure

Strong interpersonal skills

Job description

Fidelity is seeking a Relationship Manager in Private Wealth Management to partner with Advisors for high-net-worth clients. You will drive personalized service through proactive outreach, inbound support, and ongoing relationship management.

Responsibilities include addressing complex investment inquiries, asset allocation, retirement planning, and tax-advantaged solutions while maintaining compliance and delivering a seamless client experience.