Relationship Manager - Friendswood, TX; Baybrook

Relationship Manager - Friendswood, TX (Baybrook)

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The Relationship Manager is responsible for facilitating relationships with Fidelity’s most valuable clients, nurturing a book of business, and identifying opportunities to add value while delivering high-quality, personalized service. You will see your impact on the business and have rewarding interactions with clients every day.

• FINRA Series 7 & 63 licensed;
  Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• 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 find success in a dynamic, deadline driven, and detailed compliance environment
• Ability to think creatively and be comfortable making decisions with the support of your team
• Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.

• You are able to facilitate setting targeted appointments that improve engagement with clients
• You are client oriented and bring great perspective on financial planning
• You have a vested interest in being an advocate for your clients
• You are professional with a polished communication style compatible with high net worth clientele
• Being coachable, collaborative, and curious are your "go to" attributes

Fidelity’s greatest advantage is our people. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs help you and your family balance life and work. We offer training in-branch, regionally, nationally, and virtually to support your business. You will not fail due to a lack of training or onboarding.

• You are key to the Fidelity relationship strategy
• Deepening client relationships through long-term mentorship
• Collaborating with the Relationship Manager team company-wide
• Being responsible for the client contact strategy
• Building long-lasting, meaningful relationships with clients

Series 07 - FINRA

Category
Relationship Management

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please note Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and related state laws and regulations, including FINRA rules. Some laws may restrict Fidelity from hiring or associating with individuals with certain criminal histories.