Relationship Manager - Highland Park, IL

Fidelity will not provide immigration sponsorship for this position.

About the role

The Relationship Manager helps facilitate relationships with Fidelity's most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

Responsibilities

• Facilitate targeted appointments that drive meaningful client engagement
• Strengthen and deepen client relationships through long-term mentorship
• Collaborate with the Relationship Manager team company-wide
• Be responsible for the client contact strategy
• Build long-lasting, meaningful relationships with clients

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Ability to find success in a dynamic, deadline-driven, and detailed compliance environment
• Planning experience and knowledge of financial markets and products
• Strong social skills and the ability to deliver highly personalized service to each client
• Ability to think creatively and be comfortable making decisions with the support of your team
• Client-focused mindset and strong financial planning insight
• Vested interest in being an advocate for clients
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths

Qualifications

• Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, Fidelity's Tuition Reimbursement program can help you obtain one

The Team

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Training is provided in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Pay

The base salary range for this position is $48,000-91,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement benefits
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.