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Relationship Manager — High‑Touch Client Advisor

Fidelity Investments Inc., West Middleton, WI, United States


Fidelity Investments Inc. is seeking a Relationship Manager in Middleton, WI. This role involves fostering relationships with high-value clients and supporting a team of Financial Consultants. Responsibilities include facilitating client interactions and identifying opportunities to deepen relationships. Candidates should possess FINRA Series 7 & 66 licenses, 1-3 years of financial services experience, and excellent social skills. The position offers a competitive salary and a hybrid work model, requiring onsite work every other week.
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