Relationship Manager - Virginia Beach, VA
a day ago
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HybridFull-timeEntry
Summary
Fidelity Investments is seeking a Relationship Manager to join their team in Virginia Beach, VA. The role involves facilitating relationships with Fidelity’s most valuable clients and developing long-lasting, positive relationships.
About the Role
As a Relationship Manager, you will be responsible for nurturing a book of business, inspiring client dedication, and finding opportunities to add value to client relationships. You will collaborate with Financial Consultants to ensure client needs are prioritized and will engage in rewarding interactions with clients daily.
About You
Required:
- 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 on 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.
Preferred:
- 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.
Benefits
- Competitive total rewards package including a stable base salary.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Virginia Beach, VA