Job Description
Fidelity Investments is a leading financial services company, and they are seeking a Relationship Manager to facilitate relationships with their most valuable clients. This role is essential for fostering client engagement and developing long-lasting relationships by providing excellent customer service and support in financial planning. Responsibilities Facilitating relationships with Fidelity’s most valuable clients Inspiring client dedication and engagement to develop long-lasting relationships Nurturing a book of business and finding opportunities to add value to the relationship Keeping the Financial Consultants organized and ensuring daily work is client-focused Setting targeted appointments to improve engagement with clients Being client-oriented and providing perspective on financial planning Advocating for clients and maintaining a polished communication style compatible with high net worth clientele Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Skills 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 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 find success in a dynamic, deadline driven, and detailed compliance environment 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 You are able to facilitate setting targeted appointments that improve engagement with clients You are client oriented and bring great perspective on financial planning You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele Being coachable, collaborative, and curious are your 'go to' attributes Benefits Comprehensive health care coverage and emotional well-being support Market-leading retirement Generous paid time off and parental leave Charitable giving employee match program Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Overview Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is