Strategic Client Advisor - Financial Services

Fidelity; United States; On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity is seeking a Relationship Manager to support its branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. In this role you will learn to cultivate a book of business and identify opportunities to add value to client relationships.

The position emphasizes FINRA Series 7 and 66 licenses or the ability to obtain them, 1-3 years in financial services, and a client-focused, compliant, and professional

Qualifications

• FINRA Series 7 & 66 licensed or ability to obtain Series 66 upon hire.
• 1–3 years in financial services with an emphasis on customer experience.
• Ability to operate in a deadline-driven, detailed compliance environment.
• Planning experience and knowledge of financial markets and products.
• Strong client-focused service and polished communication.

Responsibilities

• Strengthen client relationships and support the branch team.
• Keep Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value.
• Drive meaningful client engagement through targeted appointments.
• Mentor and deepen client relationships across Fidelity.
• Adhere to regulatory requirements and company policies.

Skills

FINRA Licenses

State registrations

Customer service

Market knowledge

Social skills

Creative thinking

CFP/Degree

Appointments

Client focus

Communication

Education

Bachelor's degree or CFP

Job description

Fidelity is seeking a Relationship Manager to support its branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. In this role you will learn to cultivate a book of business and identify opportunities to add value to client relationships.

The position emphasizes FINRA Series 7 and 66 licenses or the ability to obtain them, 1-3 years in financial services, and a client-focused, compliant, and professional