Fidelity Investments · 10 hours ago
Relationship Manager - Vero Beach, FL
Vero Beach, FL
Full-time
Hybrid
Entry, Mid Level
1+ years expFidelity Investments is a leading financial services company, and they are seeking a Relationship Manager to foster client relationships and find opportunities to deepen these relationships. The role involves managing a book of business, ensuring client engagement, and collaborating with the branch team to meet client needs.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Facilitating relationships with Fidelity’s most valuable clients
Inspiring client dedication and engagement
Developing long-lasting, positive relationships with Fidelity
Nurturing a book of business
Finding opportunities to add value to the relationship
Keeping the Financial Consultants organized
Ensuring the daily work is carried with the client’s needs top of mind
Facilitating setting targeted appointments that improve engagement with clients
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
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
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
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
Benefits
Competitive total rewards package
Stable base salary
Benefit programs are designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-04
2026-02-03
2026-02-03
Company data provided by crunchbase