Relationship Manager - Beaverton, OR

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.

Responsibilities

Facilitate relationships with Fidelity’s most valuable clients; Support branch team by strengthening client relationships; Keep Financial Consultants organized; Ensure daily activities are aligned with client needs; Inspire client dedication and engagement; Cultivate a book of business; Find opportunities to add value to the relationship; Deepen client relationships through long-term mentorship; 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; 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; CFP; other professional certifications

Benefits

Competitive total rewards package; Stable base salary; Benefit programs designed to help you and your family; Training in-branch, regionally, nationally, and virtually; Tuition reimbursement program