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Wealth Management

Wealth Relationship Manager

Job in Vero Beach, Indian River County, Florida, 32966, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Relationship Manager in Vero Beach, Florida, to develop valuable client relationships. You will facilitate interactions with high-net-worth clients and lead efforts to enhance client engagement. The ideal candidate should have 1-3 years of financial service experience and relevant FINRA licenses (Series 7 and 63).

This role offers a competitive salary and benefits, with a hybrid working model requiring in-office presence every other week.
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