Strategic Client Relationship Leader – Financial Services

Fidelity Investments Inc.; Sugar Land (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Sugar Land, TX seeks a Relationship Manager to strengthen client relationships and support the branch team. You will learn to cultivate a book of business, provide highly personalized service, and drive meaningful client engagement daily.

Key requirements include FINRA Series 7 & 66 (or ability to acquire 66 on hire), 1–3 years in financial services, and strong planning and communication skills.

Qualifications

• FINRA Series 7 & Series 66 licensed and state registrations, or ability to acquire Series 66 upon hire.
• 1–3 years in financial services with strong customer experience.
• Ability to navigate a deadline-driven, compliance-focused environment.
• Planning knowledge of financial markets and products.
• Strong interpersonal skills with highly personalized client service.

Responsibilities

• Facilitate relationships with Fidelity’s key clients and strengthen client bonds.
• Support branch team by keeping Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value.
• Schedule and conduct targeted appointments to drive client engagement.

Skills

FINRA Series 7 & 66

Customer experience

Compliance awareness

Financial markets knowledge

Client relationship mgmt

Team collaboration

Decision making with team

Coachability

Education

CFP certification helpful

Bachelor's degree helpful

Job description

Fidelity Investments in Sugar Land, TX seeks a Relationship Manager to strengthen client relationships and support the branch team. You will learn to cultivate a book of business, provide highly personalized service, and drive meaningful client engagement daily.

Key requirements include FINRA Series 7 & 66 (or ability to acquire 66 on hire), 1–3 years in financial services, and strong planning and communication skills.