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Fidelity Investments · 16 hours ago

Relationship Manager - Shrewsbury, MA

Shrewsbury, MA

Full-time

Hybrid

Entry, Mid Level

$61K/yr - $80K/yr

1+ years exp

Fidelity Investments is seeking a Relationship Manager to facilitate relationships with their most valuable clients. In this pivotal role, you will nurture a book of business, inspire client dedication, and ensure daily operations are aligned with client needs.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

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

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Financial services experienceFinancial planning knowledgeSocial skillsClient-orientedCoachablePolished communicationCollaborative

Required

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

Preferred

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