Relationship Manager - Boise, ID

Fidelity Investments • Eagle, ID

2d

About The Position

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. The role supports the branch team by strengthening client relationships, keeping Financial Consultants organized, and aligning daily activities with client needs. The Relationship Manager cultivates a book of business, identifies opportunities to add value, and helps develop long-lasting, positive client relationships through honesty and integrity.

The position focuses on deepening client relationships through long-term mentorship, managing the client contact strategy, facilitating targeted appointments, and collaborating with Relationship Managers across the company. Fidelity provides training in-branch, regionally, nationally, and virtually, as well as a competitive total rewards package that includes a stable base salary.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• 1–3 years of financial services experience, with an emphasis on providing an excellent customer experience.
• Ability to succeed in a dynamic, deadline-driven, detailed compliance environment.
• Planning experience and knowledge of financial markets and products.
• Strong social skills and ability to deliver highly personalized service to each client.
• Ability to think creatively and make decisions with support from the team.
• Ability to facilitate targeted appointments that drive meaningful client engagement.
• Client-focused mindset and strong financial planning insight.
• Vested interest in advocating for clients.
• Professional demeanor and polished communication style.
• Demonstrate coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications are helpful.
• A CFP certification is helpful.

Responsibilities

• Strengthen relationships with Fidelity’s valuable clients and support the branch team.
• Keep Financial Consultants organized and align daily activities with client needs.
• Cultivate a book of business and identify opportunities to add value to client relationships.
• Facilitate targeted appointments that drive meaningful client engagement.
• Be responsible for the client contact strategy and deepen relationships through long-term mentorship.
• Collaborate with the Relationship Manager team company-wide.
• Provide personalized, client-focused service and advocate for clients.

Benefits

• Competitive total rewards package, including a stable base salary.
• Tuition reimbursement program to help associates obtain a degree or CFP certification.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed