Finance Relationship Manager (Tuition Reimbursement)
fidelity investmentsPortland, ME
Finance Relationship Manager (Tuition Reimbursement)
L4
fidelity investmentsPortland, MEyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesFidelity Investments Inc. seeks a Relationship Manager to strengthen client relationships and support the branch team in delivering tailored financial service.
You will learn to cultivate a book of business, coordinate with Financial Consultants, and identify opportunities to add value for clients daily. Ideal candidates bring FINRA Series 7 & 66 (or willingness to obtain Series 66), 1–3 years in financial services, and a client-focused mindset with strong communication and planning skills.
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Level
MidL4
Location
Portland, ME
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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