Relationship Manager - The Woodlands, TX

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

Benefits

Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Benefit programs are designed to help you and your family strike the right balance. Training is provided in-branch, regionally, nationally, and virtually to support all aspects of your business.

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.

Please be advised that 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.