Relationship Manager - Houston, TX (Highland Village)

Fidelity(3 months ago)

HybridFull TimeJunior$74,323 - $98,371 (estimated)Relationship Management

About this role

A Relationship Manager at Fidelity builds and maintains relationships with high-value clients, nurturing a book of business to deepen engagement and loyalty. The role focuses on delivering personalized client service, supporting Financial Consultants, and identifying opportunities to add value. You will interact with clients daily and contribute to the branch’s relationship strategy.

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Required Skills

Client Service
Financial Planning
Compliance
Communication
Appointment Setting
Relationship Building

Qualifications

FINRA Series 7
FINRA Series 63
Series 65 or 66
CFP (preferred)
Degree (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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