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Client Relationship Manager, Financial Services

Job in Town of Brookfield, Waukesha County, Wisconsin, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Financial Sales, Wealth Management, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below
Location: Town of Brookfield

Fidelity Investments is seeking a Relationship Manager to support a branch team and deepen client relationships. You will help organize Financial Consultants, align daily activities with client needs, and seek opportunities to add value to the relationship.

You will learn to cultivate a book of business, drive meaningful client engagement, and grow with the team while upholding high standards of integrity and service.

This role, Client Relationship Manager, Financial Services at Fidelity Investments, could be your next move.

This is a strong role to take on the Client Relationship Manager, Financial Services role at Fidelity Investments.

As a Client Relationship Manager, Financial Services, you will play an important part at Fidelity Investments in Town of Brookfield, WI, United States.

We invite applications for the Client Relationship Manager, Financial Services position located in Town of Brookfield, WI, United States.

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