Relationship Manager - Villanova, PA

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. Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Responsibilities

Facilitate relationships with Fidelity’s most valuable clients; Support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs; Inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity; Learn how to cultivate a book of business and successfully find opportunities to add value to the relationship; Deepen client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building 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 including a stable base salary; Benefit programs designed to help you and your family strike the right balance; Training in-branch, regionally, nationally, and virtually; Tuition Reimbursement program