Teams at Fidelity Investments

Develop customized financial plans for existing clients and warm leads using Fidelity’s planning tools and investment solutions. Conduct one-on-one client appointments, provide investment guidance, recommend solutions aligned with client needs, grow relationships through proactive outreach, and refer clients to wealth management partners when appropriate.

Provide personalized financial planning and retirement income strategies for C-suite and senior executives at workplace benefit plan clients. Manage client relationships, deliver investment guidance and asset management, integrate workplace benefits into plans, present executive services, develop new business through referrals and events, and drive assets under management while collaborating with relationship teams.

As a Relationship Manager, you will build and maintain client relationships, facilitate personalized service, and support financial consultants in a dynamic environment.