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Relationship Manager

2 months ago

Washington, Washington, D.C., United States Fidelity TalentSource LLC Full time

About the Role

Fidelity Investments is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will play a pivotal role in fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

Key Responsibilities

  • Facilitate setting targeted appointments that improve engagement with clients
  • Provide exceptional client service and support
  • Develop and maintain strong relationships with clients
  • Collaborate with the Relationship Manager team company-wide
  • Responsible for the client contact strategy

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 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

What We Offer

  • A competitive total rewards package, including a stable base salary
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A range of opportunities for learning and career development

About Fidelity

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

Why Join Fidelity?

  • Be part of a company that values honesty, integrity, and the safety of our associates and customers within a heavily regulated industry
  • Enjoy a dynamic and supportive work environment
  • Have opportunities for career growth and development