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Relationship Manager - Highland Park, IL

Fidelity Investments · Highland Park, IL · $48,000–$91,000 a year · Full time

Posted Oct 5, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about your one to three years in financial services. What did you learn about what clients really value?

What they are checking: Whether they have drawn real lessons from experience about service that builds loyalty.

Tell me about a time you missed a deadline or nearly did. What happened and what did you change?

What they are checking: Whether they learn from slips in a deadline-driven environment and build better habits.

Tell me about a creative solution you came up with for a customer when the usual answer didn't work.

What they are checking: Whether they think creatively for clients within the rules, which the posting calls out directly.

Why does integrity matter so much in a role that supports high-net-worth clients?

What they are checking: Whether they understand that trust is what keeps valuable clients and that one lapse can lose them.

What would you do

You'd support Fidelity's most valuable clients in Highland Park. How do you make each client feel like they're getting personal attention?

What they are checking: Whether they know how to tailor service to individual clients rather than treating everyone the same.

How do you help a Financial Consultant stay organized when they have dozens of client follow-ups each week?

What they are checking: Whether they have practical systems for tracking tasks so nothing important slips through for clients.

A client asks you a planning question that's really outside your comfort zone. How do you handle it in the moment?

What they are checking: Whether they stay honest about their limits while still making the client feel well taken care of.

You notice a client's account paperwork is missing a required signature on an older transaction. What do you do?

What they are checking: Whether they take compliance gaps seriously and fix them properly instead of ignoring them.

How would you find opportunities to add value for a client who only calls once a year?

What they are checking: Whether they are proactive about reaching out and deepening relationships rather than waiting for clients to call.

About the work

What's the difference between a mutual fund and an ETF, and when might a client prefer one over the other?

What they are checking: Whether they have working product knowledge, which the posting lists as part of the job.

Practice this interview out loud.

Offer builds a real interview for this exact role at Fidelity Investments from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

Practice this out loud

The full job description

As published by Fidelity Investments.

Fidelity will not provide immigration sponsorship for this position. Job Description: Note: Fidelity will not provide immigration sponsorship for this position. 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. The base salary range for this position is $48,000-91,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please 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. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management

Apply at Fidelity Investments