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Relationship Manager at Fidelity - ApplyBlast

Relationship Manager

Fidelity

3 months ago

4.4 on Glassdoor

Grand Rapids, MI

Onsite

Full Time

Junior

0 applicants

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About this role

A Relationship Manager at Fidelity facilitates relationships with the firm's most valuable clients, fostering long-term engagement and deepening connections through personalized service. The role involves nurturing a book of business, coordinating with Financial Consultants, and incorporating client needs into daily branch operations. Success depends on delivering high-net-worth compatible communications and collaborating across the team to drive client strategy.

Responsibilities

Facilitate targeted appointments to improve client engagement
Nurture book of business and deepen client relationships
Coordinate with Financial Consultants on client needs
Deliver personalized service to high net worth clientele
Manage daily branch workflows and client contact strategies

Skills

Qualifications

Series 7 LicenseSeries 66 LicenseCFP CertificationBachelor's Degree

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.