Relationship Manager - Rockville, MD

Fidelity(5 days ago)

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

About this role

A Relationship Manager at Fidelity is responsible for fostering and developing long-term relationships with high-value clients, offering personalized financial guidance and support. The role involves managing client interactions, understanding their financial needs, and providing high-quality service to deepen client engagement.

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Required Skills

Financial Planning
Client Management
Relationship Building
Customer Service
Financial Markets
Communication Skills
Financial Products
Compliance
Sales
Investment Advisory

Qualifications

Series 07 - 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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