Relationship Manager - Vancouver, WA

About the role

The Relationship Manager plays a pivotal role within the branch team, focusing on fostering client relationships and identifying opportunities to deepen these relationships.

Responsibilities

• Facilitate setting targeted appointments to enhance client engagement
• Provide excellent customer experience and deliver personalized service
• Ensure the daily work aligns with client needs
• Organize and support Financial Consultants
• Find opportunities to add value to the client relationship

Requirements

• FINRA Series 7 & 66 license or ability to obtain within 6 months
• Appropriate state registrations
• At least 1-3 years of experience in financial services with a focus on client experience
• Experience and knowledge of financial markets and products
• Strong social skills and ability to deliver highly personalized service
• Ability to handle a dynamic, deadline-driven, and detailed compliance environment
• Ability to think creatively and make decisions with support from the team

Qualifications

• Education and/or professional certifications are helpful, but not required
• Fidelity’s Tuition Reimbursement program can assist in obtaining necessary certifications

Skills

• Able to facilitate setting targeted appointments that improve client engagement
• Client-oriented and brings great perspective on financial planning
• Interested in being an advocate for clients
• Professional with a polished communication style suitable for high-net-worth clientele
• Coachable, collaborative, and curious

Benefits

Our investments in you include a competitive total rewards package, including a stable base salary, and various benefit programs designed to help you and your family achieve a balanced lifestyle. These benefits include comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off and parental leave, charitable giving employee match programs, and educational assistance such as student loan repayment and tuition reimbursement.

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, which may also include bonus or other variable compensation.

Schedule

Fidelity’s Onsite Working Model is transitioning to a full-time onsite presence, though some roles and locations may require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.