Fidelity Investments
Roseville or Walnut Creek or Sacramento
Wealth Management Senior Relationship Manager - Sacramento, CA Area
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Apply to Wealth Management Senior Relationship Manager - Sacramento, CA Area at Fidelity InvestmentsJob details
- Location
- Roseville or Walnut Creek or Sacramento
- Work type
- Onsite
- Compensation
- $79,000 - $153,000/yr
- Posted
- Jul 23, 2026
- Apply on
- jobs.fidelity.com
About this role
Series 7 and 66 licenses or ability to acquire Series 66, 5+ years of financial services customer service experience, investment discussions, client meetings, and portfolio compliance.
What you'll do at Fidelity Investments:
- managing relationships
- supporting advisors
- maintaining portfolios
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