Relationship Manager - Rockville, MD at Fidelity in 402 King Farm Blvd, Rockville MD

Job description

• Note: Fidelity will not provide immigration sponsorship for this position.
• The Role
• 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.

Responsibilities

• Facilitate relationships with Fidelity’s most valuable clients
• Support the branch team by strengthening client relationships
• Keep Financial Consultants organized
• Ensure daily activities are aligned with client needs
• Cultivate a book of business and find opportunities to add value to the relationship
• Facilitate targeted appointments that drive meaningful client engagement

Requirements

• 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
• 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
• 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
• Series 07 - FINRA, Series 66 - FINRA

Skills

Required

• Strong social skills
• Ability to think creatively
• Client-focused mindset
• Professional communication style
• FINRA Series 7 & 66
• Financial planning

Benefits

• We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
• The base salary range for this position is $48,000-91,000 USD per year.
• Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
• Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.