Client Relationship Manager – Financial Services

Fidelity Investments Inc.; Boise (ID); On-site; USD 55,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Boise, ID is seeking a Relationship Manager to support the branch team by strengthening client relationships and keeping Financial Consultants organized. You will help deliver personalized service to high-value clients and learn to cultivate a book of business under guidance.

The role emphasizes compliance, FINRA licensing, and collaboration with the team to drive client engagement. Onsite work model with training and growth opportunities are available.

Qualifications

• FINRA licenses or ability to acquire Series 66 upon hire.
• 1–3 years in financial services with a customer focus.
• Ability to comply with regulatory requirements and deadlines.
• Strong client-focused mindset and relationship skills.

Responsibilities

• Support branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Identify opportunities to add value and grow the book of business.
• Handle daily activities with adherence to compliance standards.

Skills

FINRA Series 7 & 66

Financial services experience

Client service excellence

Sales / relationship-building

Strong communication

Regulatory environment navigation

Education

Bachelor's degree or equivalent

CFP or related certification helpful

Job description

Fidelity Investments Inc. in Boise, ID is seeking a Relationship Manager to support the branch team by strengthening client relationships and keeping Financial Consultants organized. You will help deliver personalized service to high-value clients and learn to cultivate a book of business under guidance.

The role emphasizes compliance, FINRA licensing, and collaboration with the team to drive client engagement. Onsite work model with training and growth opportunities are available.