Client Wealth & Relationship Manager

Soteria Reinsurance Ltd.; Boise, Northern (ID, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Boise seeks a Relationship Manager to strengthen relationships with its valued clients and support the branch team. You will help organize Financial Consultants and ensure daily activities align with client needs, delivering personalized service with integrity.

The role emphasizes client engagement, planning and knowledge of financial markets, with opportunities to grow professionally and obtain further certifications through the Tuition Reimbursement program.

Qualifications

• FINRA Series 7 & 66 licensing or ability to obtain Series 66 upon hire.
• 1–3 years in financial services with strong customer focus.
• Comfort navigating a deadline-driven, compliant environment.

Responsibilities

• Strengthen client relationships for Fidelity's top clients.
• Keep Financial Consultants organized and aligned with client needs.
• Drive meaningful client engagement through targeted appointments.

Skills

FINRA Series 7 & 66

Customer service

Financial planning insight

Strong communication

Team decision support

Education

Bachelor's degree or CFP (optional)

Job description

Fidelity Investments in Boise seeks a Relationship Manager to strengthen relationships with its valued clients and support the branch team. You will help organize Financial Consultants and ensure daily activities align with client needs, delivering personalized service with integrity.

The role emphasizes client engagement, planning and knowledge of financial markets, with opportunities to grow professionally and obtain further certifications through the Tuition Reimbursement program.