Senior Wealth Management Relationship Manager

Fidelity Investments

. Build meaningful client relationships as a key member of the Wealth Management team .

Posted 10/15/2026full-timeSan Jose • California • United StatesSenior💰 $79,000 - $153,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Wealth Management by building strong client relationships, conducting comprehensive investment discussions, and maintaining client portfolios in compliance with industry regulations. Proficient in delivering personalized client experiences and identifying wealth management solutions for high-net-worth clients.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseCustomer Service ExperienceInvestment-Related DiscussionsInterpersonal Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Asset AllocationRetirement PlanningIncome PlanningTrust and Estate ConsiderationsTax-Advantaged Investment SolutionsClient Portfolio ManagementCompliance GuidelinesWealth Management SolutionsClient Strategy ExecutionStructured Contact Plans

Soft Skills

Exceptional Interpersonal SkillsProactive OutreachRelationship ManagementDynamic Work Environment AdaptabilityClient Engagement

Certifications & Qualifications

Bachelor’s DegreeState Registrations

Industry Keywords

Financial ServicesHigh-Net-Worth ClientsClient SuccessClient ExperienceInvestment Inquiries

About the role

Key responsibilities & impact

Build meaningful client relationships as a key member of the Wealth Management team
Partner closely with Advisors to deliver a personalized experience for sophisticated and high-net-worth clients
Conduct proactive outreach, inbound client support, and ongoing relationship management
Address brokerage and investment inquiries, asset allocation, retirement and income planning, trust and estate considerations, and tax-advantaged investment solutions
Support execution of client strategies through structured contact plans, annual reviews, guidance preparation discussions, and pre- and post-meeting follow-up
Maintain regular communication and understand clients’ evolving needs
Identify opportunities for asset consolidation, additional wealth management solutions, and enhanced client engagement
Help ensure long-term client success and a seamless client experience
Maintain client portfolios in accordance with compliance guidelines

Requirements

What you’ll need

Series 7 and Series 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Five or more years of customer service experience in the Financial Services industry
Bachelor’s Degree preferred
Exceptional interpersonal communication skills via telephone and face-to-face consultations
Subject matter expertise to address unique and complex client service requests
Ability to work in a dynamic, fast-paced environment where timely completion of tasks is critical
Ability to conduct comprehensive investment-related discussions and participate in client meetings for investment, life events, and service reviews
Ability to maintain client portfolios in accordance with compliance guidelines
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
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