Relationship Manager - Midlothian, VA

About the role

The Relationship Manager role at Fidelity involves fostering strong client relationships, providing excellent customer service, and finding opportunities to enhance these relationships.

Responsibilities

• Facilitate setting targeted appointments to improve client engagement
• Provide highly personalized service to clients
• Ensure the daily work is client-focused
• Work closely with Financial Consultants to organize tasks
• Find opportunities to deepen client relationships

Requirements

• FINRA Series 7 & 66 license or ability to obtain within 3 months
• At least 1-3 years of experience in financial services with a focus on customer experience
• Knowledge of financial markets and products
• Strong social skills and ability to deliver personalized service
• Experience in a dynamic, deadline-driven, and detail-oriented compliance environment
• Ability to think creatively and make decisions with support from the team

Qualifications

• Professional communication style suitable for high-net-worth clientele
• Coachable, collaborative, and curious personality

Skills

• Able to facilitate setting targeted appointments to improve client engagement
• Client-oriented and brings great perspective on financial planning
• Interested in being an advocate for clients
• Professional communication style compatible with high-net-worth clientele

Benefits

• Competitive total rewards package including a stable base salary
• Training in-branch, regionally, nationally, and virtually
• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement and generous paid time off and parental leave
• Charitable giving employee match program and educational assistance
• Student loan repayment, tuition reimbursement, and learning resources

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.

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.