Relationship Manager - Shrewsbury, MA
Fidelity(1 month ago)
About this role
A Relationship Manager at Fidelity supports and maintains relationships with high-value clients, focusing on client engagement and long-term relationship building. The role is embedded in branch teams and emphasizes client-facing interactions while receiving structured training and development.
Required Skills
- Client Service
- Financial Planning
- Compliance
- Communication
- Relationship Building
- Appointment Setting
- Client Engagement
- Decision Making
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
- Degree (Preferred)
- CFP (Optional)
About Fidelity
fidelity.comFidelity 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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