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Do workers at Fidelity Investments get paid breaks?

Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 126 people who took the Breakroom Quiz between May 2025 and May 2026.

Does Fidelity Investments pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 68 people who took the Breakroom Quiz between November 2025 and May 2026.

At Fidelity Investments, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
91% of people say they have to use vacation days when they’re out sick.
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.

Is the health insurance from Fidelity Investments affordable enough for their workers?

Most people say the health insurance costs are okay.
91% of people say the health insurance costs are okay
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people get paid time off at Fidelity Investments?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 71 people who took the Breakroom Quiz between November 2025 and May 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 19% of people with changing schedules find out their shifts one week or less ahead of time.
  • 13% of people with changing schedules find out their shifts two weeks ahead of time.
  • 9% of people with changing schedules find out their shifts three weeks ahead of time.
  • 60% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 47 people who took the Breakroom Quiz between January 2025 and January 2026.

Do workers at Fidelity Investments worry about hours?

Most people don’t worry about getting enough hours.
96% of people report they don’t worry about getting enough hours.
Based on data from 100 people who took the Breakroom Quiz between February 2025 and February 2026.

Do Fidelity Investments workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
42% report that they don’t have enough control over which shifts they work.
Based on data from 97 people who took the Breakroom Quiz between February 2025 and February 2026.

How easy is it for Fidelity Investments workers to change shifts?

Some people find it hard to change shifts.
44% of people report that it’s hard to change shifts if they need to.
Based on data from 59 people who took the Breakroom Quiz between February 2025 and February 2026.

How easy is it to get time off at Fidelity Investments?

Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.

Do Fidelity Investments managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 114 people who took the Breakroom Quiz between February 2025 and February 2026.

Do workers at Fidelity Investments do extra work that they don't get paid for?

Rarely. Most people don’t do unpaid extra work.
88% of people report that they don’t do extra unpaid work.
Based on data from 110 people who took the Breakroom Quiz between February 2025 and February 2026.

How easy is it to take sick days at Fidelity Investments?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 68 people who took the Breakroom Quiz between November 2025 and May 2026.

Is a Fidelity Investments job good for students?

Most students say this is a good place to work if you’re studying.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.

Is working at Fidelity Investments good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
96% of people who care for a child or other relative report this is a good place to work.
Based on data from 45 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at Fidelity Investments feel treated with respect by their managers?

Most people feel treated with respect by their managers.
89% of people say they’re treated with respect by their managers.
Based on data from 65 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people at Fidelity Investments get to take their breaks without interruption?

Most people get breaks without interruption.
99% of people report that they get to take their breaks without interruption.
Based on data from 68 people who took the Breakroom Quiz between November 2025 and May 2026.

Is it stressful to work at Fidelity Investments?

Most people feel stressed out here.
69% of people say they often feel stressed out at work.
Based on data from 67 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people at Fidelity Investments enjoy their jobs?

Most people enjoy their job.
72% of people report they enjoy their job.
Based on data from 61 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people at Fidelity Investments recommend working with their team?

Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 72 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people get enough training when they start at Fidelity Investments?

Most people got enough training when they started.
89% of people report they got enough training when they started working here.
Based on data from 70 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people get support to advance at Fidelity Investments?

Most people are given support to advance their career here.
In the last year, 82% of people report being given support to advance their career here.
Based on data from 61 people who took the Breakroom Quiz between November 2025 and May 2026.

Do people think Fidelity Investments’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
58% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 65 people who took the Breakroom Quiz between November 2025 and May 2026.

Do workers feel well informed about how Fidelity Investments is doing?

Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 66 people who took the Breakroom Quiz between November 2025 and May 2026.
What other companies are hiring for Compliance Senior Associate jobs?
What are the most popular jobs at Fidelity?
What are the most popular categories at Fidelity?
Infographic showing various Compliance Senior Associate job openings at Fidelity in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Relationship Manager - Beavercreek, OH

Fidelity Investments

Beavercreek, OH • On-site

Full-time

Posted 19 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

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

  • Ability to find success in a dynamic, deadline driven, and detailed compliance environment

  • 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

The Purpose of Your Role

The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind.

The Skills You Bring

  • You are able to facilitate setting targeted appointments that improve engagement with clients

  • You are client oriented and bring great perspective on financial planning

  • You have a vested interest in being an advocate for your clients

  • You are professional with a polished communication style compatible with high net worth clientele

  • Being coachable, collaborative, and curious are your "go to" attributes

Note: Fidelity will not provide immigration sponsorship for this position.

Our Investments in You

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 ourbenefit programsare 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!

The Value You Deliver

  • You are key to the Fidelity relationship strategy

  • Deepening client relationships through long term mentorship

  • Collaborating with the Relationship Manager team company wide

  • Being responsible for the client contact strategy

  • Building long-lasting meaningful relationships with clients

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Relationship Management

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.

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