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Relationship Manager
Fidelity Investments. Facilitate relationships with Fidelity’s most valuable clients .
Posted 9/21/2026full-timeBellevue • Washington • United StatesJunior💰 $48,000 - $91,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management skills, with a focus on delivering personalized service and financial planning insights. Holds FINRA Series 7 and Series 66 licenses, with the ability to thrive in a compliance-driven environment.
Highest-signal resume keywords
FINRA Series 7 LicenseFINRA Series 66 LicenseClient Relationship ManagementFinancial Planning InsightCustomer Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services ExperienceKnowledge of Financial MarketsPlanning ExperienceCompliance Knowledge
Soft Skills
Strong Social SkillsProfessional CommunicationCoachabilityCollaborationCuriosity
Industry Keywords
Client EngagementBook of BusinessTargeted AppointmentsDynamic EnvironmentDeadline-Driven
About the role
Key responsibilities & impact- Facilitate relationships with Fidelity’s most valuable clients
- Support the branch team by strengthening client relationships
- Keep Financial Consultants organized
- Align daily activities with client needs
- Cultivate a book of business
- Identify opportunities to add value to client relationships
- Facilitate targeted appointments and drive meaningful client engagement
- Deepen client relationships through long-term mentorship
- Collaborate with the Relationship Manager team company-wide
- Manage the client contact strategy
- Build long-lasting, meaningful client relationships
Requirements
What you’ll need- FINRA Series 7 and Series 66 licensed and appropriate state registrations, or ability to acquire Series 66 upon hire
- 1–3 years in financial services with emphasis on providing an excellent customer experience
- Ability to succeed in a dynamic, deadline-driven, detailed compliance environment
- Planning experience and knowledge of financial markets and products
- Strong social skills and ability to deliver highly personalized service
- Ability to think creatively and make decisions with team support
- Ability to facilitate targeted appointments that drive meaningful client engagement
- Client-focused mindset and strong financial planning insight
- Vested interest in being an advocate for clients
- Professional, polished communication style
- Coachability, collaboration, and curiosity
- Degree and/or other professional certifications are helpful, but not required
- Must be able to work without immigration sponsorship
- Criminal history may affect eligibility due to applicable securities and financial regulations
Benefits
Comp & perks- Competitive total rewards package including a stable base salary
- Training in-branch, regionally, nationally, and virtually
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
- Bonus or other variable compensation may be included depending on position and eligibility