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Added 2 days ago
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VP, Investment Services - Group Manager
Fidelity Brokerage Services LLC
United States
- $130,000 to $264,000 USD / year
Added 2 days ago
Regional Center Planning Consultant - Westlake, TX
Fidelity Brokerage Services LLC
Westlake, TX
Added 2 days ago
Retirement Planner - Tampa, FL
Fidelity Brokerage Services LLC
Tampa, FL
Added 2 days ago
Relationship Manager - Beaverton, OR
Fidelity Brokerage Services LLC
Portland, OR
Added 2 days ago
FB
Financial Consultant - Seattle, WA
Fidelity Brokerage Services LLC
Seattle, WA
- $60,000 to $75,000 USD / year
Added 3 days ago
FB
Senior Executive Assistant
Fidelity Brokerage Services LLC
Boston, MA
- $60,000 to $92,000 USD / year
Added 3 days ago
Financial Reporting Analyst - Stock Plan Services
Fidelity Brokerage Services LLC
Covington, KY
Added 3 days ago
Director, Talent Management
Fidelity Brokerage Services LLC
Covington, KY
Added 3 days ago
FB
Wealth Planner - Orland Park, IL
Fidelity Brokerage Services LLC
Orland Park, IL · Chicago, IL
- $96,000 to $210,000 USD / year
Added 3 days ago
Financial Consultant - Charleston, SC
Fidelity Brokerage Services LLC
Mt. Pleasant, SC
Added 3 days ago
FB
Financial Consultant - Sunnyvale, CA
Fidelity Brokerage Services LLC
Sunnyvale, CA
- $60,000 to $75,000 USD / year
Added 4 days ago
Planning Consultant - Oklahoma City, OK
Fidelity Brokerage Services LLC
United States
Added 4 days ago
Relationship Manager - Oklahoma City, OK
Fidelity Brokerage Services LLC
United States
Added 4 days ago
VP Risk
Fidelity Brokerage Services LLC
Merrimack, NH
Added 4 days ago
Financial Consultant- Knoxville, TN
Fidelity Brokerage Services LLC
Knoxville, TN
Added 4 days ago
Senior Product Manager
Fidelity Brokerage Services LLC
Salt Lake City, UT
Added 4 days ago
FB
Workplace Financial Consultant - Baltimore, MD
Fidelity Brokerage Services LLC
Baltimore, MD
- $65,000 to $138,000 USD / year
Added 4 days ago
FB
Benefits and Planning Consultant - Western Region
Fidelity Brokerage Services LLC
Remote, United States
- $66,000 to $125,000 USD / year
Added 4 days ago
Branch Leader - Reno, NV
Fidelity Brokerage Services LLC
United States
Added 4 days ago
FB
Benefits and Planning Consultant - Northern California/Colorado
Fidelity Brokerage Services LLC
Remote, United States
- $66,000 to $125,000 USD / year
Added 4 days ago
Financial Services Representative - Boca Raton, FL
Fidelity Brokerage Services LLC
United States
Added 4 days ago
FB
Director, Finance
Fidelity Brokerage Services LLC
Boston, MA
- $110,000 to $222,000 USD / year
Added 4 days ago
Manager, Training Implementation
Fidelity Brokerage Services LLC
Covington, KY
Added 5 days ago
FB
Financial Consultant - Boulder, CO
Fidelity Brokerage Services LLC
Broomfield, CO
- $60,000 to $75,000 USD / year
Added 5 days ago
FB
Relationship Manager - Boulder, CO
Fidelity Brokerage Services LLC
Broomfield, CO
- $48,000 to $91,000 USD / year

Fidelity Brokerage Services LLC

Relationship Manager - Beaverton, OR

Portland, OR, United States

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Job details

Experience: 1-3 years in financial services with an emphasis in providing an excellent customer experience
Posting language: English
Posted: Nov 5, 2026

Original job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

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.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship ManagementPlease 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.

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More about this job

Skills

Customer experience
Regulatory compliance
Financial markets
Think creatively
Financial planning
Communication skills
Collaboration
Onboarding
Securities

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