Relationship Manager

4 weeks ago


Boise, Idaho, United States Fidelity Investments Full time
Job Description:

As a Relationship Manager at Fidelity Investments, you will play a pivotal role in fostering long-lasting, positive relationships with our most valuable clients. Your honesty, integrity, and exceptional customer service skills will inspire client dedication and engagement, enabling you to develop meaningful connections that drive business growth.

The Expertise We're Looking For:
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 1-3 years in financial services with an emphasis on 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 key role within the branch team responsible for nurturing client relationships and identifying opportunities to deepen the relationship in meaningful ways. You will work closely with Financial Consultants to ensure daily work is carried out 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
Our Investments in You:

Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We provide training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

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 63 - FINRA, Series 66 - FINRA

Category: Relationship Management

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.


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