Relationship Manager

Fidelity Investments is seeking a Relationship Manager in Carmel, IN, to build and maintain relationships with high-value clients. Candidates should have FINRA Series 7 & 63 licenses (or the ability to obtain Series 65/66), 1-3 years of financial services experience, and strong interpersonal skills. The role involves client engagement, personalized service, and collaboration within the team. A competitive salary and benefits package is offered.
Job Description:

As a Relationship Manager at Fidelity Investments, you will play a pivotal role in facilitating relationships with our most valuable clients. Your honesty and integrity will inspire client dedication and engagement, leading to long-lasting, positive relationships.
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 on providing an excellent customer experience
• Planning experience and knowledge of financial markets and products
• Strong social skills and 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 key position within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.
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
Fidelity's Investment in You

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance.
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