Fidelity Investments

Relationship Manager

Fidelity Investments

7425 166th Ave NE, Redmond, WA 98052, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day.

Where is this job?
This job is located at 7425 166th Ave NE, Redmond, WA 98052, USA
Job Qualifications
  • 1-3 years in financial services with an emphasis in customer service

  • Sales experience and knowledge of the financial markets and products

  • Thrive in a compliance driven, dynamic, and deadline driven environment

  • A series 7 and series 63 license that are current and in good standing

Required Skills
  • Customer Relationship Management

  • Time Management

  • Record Keeping Skills

  • Presentation and facilitation skills

Soft Skills
  • Process Improvement

  • Communication Skills

  • Adaptability

  • Detail Oriented and Organized

  • Multi-tasker

Compensation

According to JobzMall, the average salary range for a Relationship Manager in 7425 166th Ave NE, Redmond, WA 98052, USA is $45,000 to $125,000. The specific salary range depends on the individual's experience, qualifications, and other factors.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 5th, 2021
Apply BeforeJune 21st, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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