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Relationship Manager - Center Valley

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Job Description:

Relationship Manager

As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise We’re Looking For

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
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

The Purpose of Your Role

The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.

The Skills You Bring

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

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Average salary estimate

$70000 / YEARLY (est.)

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max

$60000K

$80000K

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What You Should Know About Relationship Manager - Center Valley, FMR

As a Relationship Manager at Fidelity in Center Valley, PA, you’ll dive into the rewarding world of client relationship management with some of our most valued clients. Your mission? To foster trust and loyalty through genuine interactions that not only showcase your integrity but also add significant value to each client relationship. You’ll have the exciting opportunity to nurture your own book of business, finding ways to bring new possibilities to the forefront of these connections. Each day is a new chance to see the tangible impact of your efforts. With a background in financial services and an emphasis on delivering an excellent customer experience, you’ll thrive in a dynamic environment where creativity, collaboration, and client needs are at the core of what we do. Your social skills will shine as you engage with high-net-worth clientele, ensuring that every communication is polished and tailored. Plus, if you’re not already holding your Series 65 or 66 licenses, don’t worry – Fidelity's Tuition Reimbursement program is designed to support your professional development. As part of our team, you’ll play a vital role in our branch, keeping the Financial Consultants organized and focused on what matters most: our clients. If you believe in a holistic approach to work-life balance and want to contribute to a culture that values its people, Fidelity is ready to invest in your success and offer opportunities for growth and advancement.

Frequently Asked Questions (FAQs) for Relationship Manager - Center Valley Role at FMR

What qualifications do I need to become a Relationship Manager at Fidelity?

To become a Relationship Manager at Fidelity, candidates need to be FINRA Series 7 & 63 licensed and either hold or be able to acquire Series 65 or 66 licenses upon hire. A background of 1-3 years in financial services is preferred, emphasizing excellent customer experience and a strong understanding of financial markets and products.