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Relationship Manager - Houston, TX (Highland Village) (Hiring Immediately)

Fidelity Investments
Location 📍 houston, United-States
Posted 📅 June 19, 2026
Work Type ⏰ Full-time

Position Overview

Job Description:
As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We're Looking For
  • 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
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client <...

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Job Details

Employment Type
Full-time
📊
Category
nan
🏠
Work Arrangement
On-site
📍
Location
houston, United-States