Relationship Manager - Washington, DC at Fidelity… · Washington

Summary: Fidelity Investments is a financial services company focused on helping clients achieve their financial goals. The Relationship Manager supports branch operations, strengthens client relationships, coordinates with Financial Consultants, cultivates a book of business, and identifies opportunities to add value through personalized service and financial planning insight.

Responsibilities:
- The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients
- In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs
- Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity
- You will learn how to cultivate 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
- Ability to facilitate targeted appointments that drive meaningful client engagement
- You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients

Required Qualifications:
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- 1-3 years in financial services with an emphasis in providing an excellent customer experience
- Ability to find success in a dynamic, deadline driven, and detailed compliance environment
- 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 think creatively and be comfortable making decisions with the support of your team
- Ability to facilitate targeted appointments that drive meaningful client engagement
- Client-focused mindset and brings strong financial planning insight
- Vested interest in being an advocate for clients
- Professional, with a polished communication style
- Demonstrate coachability, collaboration, and curiosity as core strengths

Preferred Qualifications:
- 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

Required Skills: FINRA Series 7, FINRA Series 66, State Securities Registrations, Financial Services, Financial Markets and Products, Financial Planning, Client Relationship Management

Benefits: Training in-branch, regionally, nationally, and virtually, Long-term mentorship, Tuition Reimbursement program to help obtain a CFP or degree, Bonus or other variable compensation, depending on the position and eligibility requirements, Comprehensive health care coverage, Emotional well-being support, Market-leading retirement, Generous paid time off, Parental leave, Charitable giving employee match program, Educational assistance including student loan repayment and tuition reimbursement, Learning resources to develop your career