Relationship Manager - North LaSalle, IL

A Relationship Manager at Fidelity is responsible for building and nurturing lasting relationships with clients. This includes managing a book of business, providing personalized service, and collaborating closely with Financial Consultants to ensure client needs are met. By leveraging financial planning knowledge and expertise, you'll actively seek opportunities to deepen these relationships and elevate client engagement within a supportive team environment.

To be considered for the Relationship Manager role at Fidelity, you should possess a FINRA Series 7 and 63 license, or the ability to acquire Series 65/66 upon hire. Additionally, having 1-3 years in financial services, strong communication skills, a client-oriented approach, and a background in financial planning will greatly benefit your application and success in this role.

Fidelity is committed to the growth and success of its Relationship Managers through extensive training opportunities, which include in-branch guidance, regional training, national programs, and virtual resources. This ensures that you have all the support you need to excel in your role and achieve your professional goals, including access to their Tuition Reimbursement program for further education.

As a Relationship Manager at Fidelity, you can expect a competitive total rewards package, including a base salary ranging from $57,000 to $80,000 per year. Besides the base salary, the compensation may include bonuses and other variable pay, alongside a robust benefits package designed to support your well-being and career growth.

Fidelity’s hybrid working model allows Relationship Managers to experience both onsite and offsite work environments. Typically, you will work onsite every other week, helping to reinforce our business strategy and maintain our supportive culture while also enjoying the flexibility of remote work.

When answering, reflect on your past experiences where you successfully built rapport and trust with clients. Highlight specific instances where your interpersonal skills led to client retention or satisfaction, demonstrating your ability to cultivate relationships effectively.

Employ the STAR (Situation, Task, Action, Result) technique to discuss a challenging client experience where you used effective communication and problem-solving skills to resolve the issue, focusing on the positive outcome that resulted from your efforts.

Discuss creative approaches you’ve used or would implement to enhance client interactions. This could include personalized follow-ups, regular check-ins, or utilizing financial planning tools to provide added value in your conversations.

Provide a brief overview of key financial market concepts, and articulate how understanding these elements enhances your ability to advise clients and develop strategies that align with their financial goals, showing your depth of knowledge in the field.

Share your methods for prioritization, such as creating to-do lists, organizing tasks based on urgency and importance, or using digital tools for time management. Emphasize the importance of remaining organized to meet client needs effectively.

Identify personal motivators, such as client satisfaction, achieving goals, or contributing to team success, and connect those to how they drive you to excel as a Relationship Manager, making your passion clear.

Provide a detailed account using the STAR technique, demonstrating your dedication to going the extra mile for your clients and the positive ramifications it had for both them and your organization.

Discuss your understanding of compliance requirements specific to the financial services industry and describe processes you follow to ensure adherence while maintaining excellent client service.

Express how you view teamwork as essential for enhancing client relationships, discuss your experiences working closely with Financial Consultants or team members, and highlight successful collaborations in addressing client needs.

Share your aspirations for professional growth within the role, such as developing stronger financial planning skills or becoming a trusted mentor to clients, showing your commitment to ongoing learning and improvement.