Fidelity Investments
Relationship Manager - Boise, ID
Fidelity Investments, Boise, Idaho, United States, 83708
Job Description:Relationship ManagerAs 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 & 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 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 RoleThe 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
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
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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 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 RoleThe 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
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
#J-18808-Ljbffr