Fidelity Bank

Wealth Management Relationship Manager

Posted on 05/11/2021

Fidelity Bank is looking for an experienced wealth management professional for our Lehigh Valley market to join our award-winning team. In this role as Wealth Management Relationship Manager, you will work with personal and business clients to meet their trust, financial planning, investment and insurance needs.  As an integral part of the Wealth Management team, you will cultivate new trust and investment opportunities and referrals and build and maintain client relationships.  While partnering with your clients to understand their financial objectives, you will be their trusted financial advisor, providing guidance and financial tools to develop strong financial plans.

You will work with your internal business partners to develop new business through branch referrals and cross-sell bank products and services for your wealth clients.  Providing required information on sales and service activities, understanding and executing on trust and investment strategies and program designs, and being knowledgeable of applicable laws and regulations are included duties in this role.

At least 5 years of experience in trust administration, investment and financial planning is required.

Recognized as one of the “Best In State Banks” by Forbes Magazine for the second time, the American Bankers’ Association has also ranked Fidelity Bank one of the “Top 200 Community Banks in the U.S.” for 5 years in a row, and the Bank has been awarded “Best Bank” by the readers of the Scranton Times 6 years in a row. Fidelity offers a positive and supportive environment, focusing on work/life balance, encouraging volunteerism, and investing in education and training. To be considered for this exciting opportunity with a growing community-focused bank, please forward your resume.