Relationship Manager - Tysons Corner, VA
At a glance
Mid-level Account Management role at Fidelity. Mclean · full-time · $48,000–$91,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Strengthen relationships with key clients while helping the branch team respond to their needs
- Keep Financial Consultants organized and coordinate daily work around client priorities
- Build a book of business by identifying ways to add value for existing clients
- Arrange focused appointments that create substantive client engagement
- Own the client contact approach and deepen relationships through ongoing mentorship
What you bring
- Hold FINRA Series 7 and 66 with applicable state registrations, or be able to obtain Series 66 after joining
- Bring one to three years in financial services, especially work centered on customer experience
- Use financial planning knowledge and familiarity with financial markets and products
- Handle detailed, deadline-driven compliance work while making sound team-supported decisions
Who this fits
This role suits a polished, client-focused professional who is socially confident, organized, curious, coachable, and collaborative. You’ll work full time in McLean, Virginia, with Fidelity moving toward an onsite working model across roles and regions. Immigration sponsorship is not provided for this position.
From the employer
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
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.
The Expertise and Skills You Bring
- 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
- 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
- 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
The Team
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.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Relationship ManagementNot this one either?
Claude or ChatGPT reads the other 90,175 for you.
Get better matches →
