Relationship Manager - Lynnwood, WA

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, we know 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

Facilitates relationships with Fidelity’s most valuable clients; Supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs; Inspires client dedication and engagement to develop long-lasting, positive relationships with Fidelity; Learns how to cultivate a book of business and successfully find opportunities to add value to the relationship; Sees impact on the business and has rewarding interactions with clients every single day; Deepens client relationships through long-term mentorship; Collaborates with the Relationship Manager team company wide; Responsible for the client contact strategy; Builds 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; Ability to facilitate targeted appointments that drive meaningful client engagement; Client-focused mindset and brings 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

Nice to have

Degree and/or other professional certifications; CFP

Benefits

competitive total rewards package; stable base salary; training in-branch, regionally, nationally, and virtually; comprehensive health care coverage and emotional well-being support; market-leading retirement; 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; bonus or other variable compensation