Relationship Manager - Boise, ID

Fidelity • Boise, ID

1d

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 ensuring daily activities align with client needs. The Relationship Manager cultivates a book of business and identifies opportunities to add value to client relationships through personalized service and meaningful engagement.

The position focuses on deepening client relationships through long-term mentorship, executing the client contact strategy, and building lasting relationships. It involves collaborating with the Relationship Manager team company-wide and working in a detailed, deadline-driven compliance environment. Fidelity provides in-branch, regional, national, and virtual training and onboarding.

Requirements

• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• 1–3 years of experience in financial services, 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 the ability to deliver highly personalized service to each client.
• Ability to think creatively and make decisions with team support.
• 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.
• Coachability, collaboration, and curiosity.

Nice To Haves

• A degree and/or other professional certifications are helpful.
• CFP certification or a degree; Fidelity’s Tuition Reimbursement program may help associates obtain one.

Responsibilities

• Strengthen relationships with Fidelity 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 client relationships through long-term mentorship.
• Collaborate with the Relationship Manager team company-wide.
• Provide personalized service and advocate for clients.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families balance their needs.
• Tuition Reimbursement program.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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