Relationship Manager - Albany, NY

Fidelity(5 days ago)

HybridFull TimeJunior$61,000 - $80,000Relationship Management

About this role

A Relationship Manager at Fidelity fosters long-term client relationships by providing personalized financial advice and support, ensuring clients' needs are prioritized. The role involves engaging with high net worth clients, deepening relationships, and working within a team to deliver client-centered service. Training and development are integral, with a focus on compliance and financial expertise.

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Required Skills

Financial Planning
Client Relations
FINRA Series 7
FINRA Series 63
FINRA Series 66
Communication Skills
Customer Service
Financial Markets
Compliance

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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