Relationship Manager - Bethesda, MD

Fidelity(1 month ago)

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

About this role

A Relationship Manager at Fidelity works with high-value clients to foster long-term relationships and deepen client engagement. The role supports the branch team by helping manage a book of business and contributing to Fidelity’s overall relationship strategy.

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Required Skills

Client Service
Financial Planning
Appointment Setting
Communication
Compliance
Decision Making
Relationship Building
Organization
Collaboration
Coaching

Qualifications

Series 7 (FINRA)
Series 63 (FINRA)
Series 65 (FINRA)
Series 66 (FINRA)
State Registrations
Degree (Preferred)
CFP (Preferred)

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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