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The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.
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As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Collaborating with the Relationship Manager team company wide. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Fidelity Investments is an equal opportunity employer. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You are key to the Fidelity relationship strategy.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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We assist companies and non-profit organizations in delivering benefits to their employees. Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
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Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent.
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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.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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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 professional with a polished communication style compatible with high net worth clientele.
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Series 07 - FINRA, Series 63 - FINRA. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
$80,000 a yearFull-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Series 07 - FINRA, Series 66 - FINRA. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
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And our benefit programs are designed to help you and your family strike the right balance. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
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Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks.
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Certain roles may require candidates to go through a preliminary credit check during the screening process. These investigations will account for 7 years or more of history, depending on the role. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity.
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Ability to find success in a dynamic, deadline driven, and detailed compliance environment. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
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