Relationship Manager

3 weeks ago


Portland, Maine, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a skilled Relationship Manager to join our team. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

Key Responsibilities
  • Facilitate setting targeted appointments that improve engagement with clients
  • Bring great perspective on financial planning and be a client-oriented advocate
  • Keep Financial Consultants organized and ensure daily work is carried out with the client's needs top of mind
  • Collaborate with the Relationship Manager team company-wide to deliver exceptional client experiences
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 1-3 years in financial services with an emphasis on 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
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A dynamic, deadline-driven, and detailed compliance environment where you can thrive
About Fidelity Investments

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. We offer a supportive and collaborative work environment where you can grow and develop your skills.


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