Relationship Manager: Client Growth & Advisory

Fidelity Investments Inc.; Eagle (ID); On-site; USD 75,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. seeks a Relationship Manager to strengthen client relationships and support branch teams. You will help organize Financial Consultants, ensure daily activities align with client needs, and identify opportunities to add value within client relationships.

Role involves learning how to cultivate a book of business and deliver personalized service with integrity, while collaborating with the Relationship Manager team to drive client engagement and long-term loyalty.

Qualifications

• FINRA Series 7 & 66 licences or ability to acquire Series 66 on hire
• 1–3 years in financial services focusing on client experience
• Ability to navigate a deadline-driven, compliance-focused environment
• Planning knowledge of financial markets and products
• Strong interpersonal skills for personalized client service

Responsibilities

• Support branch teams by strengthening client relationships and keeping Financial Consultants organized
• Engage clients and identify opportunities to add value to their relationship
• Facilitate targeted appointments to drive meaningful client engagement
• Partner with the Relationship Manager team to deepen client relationships long term

Skills

FINRA Series 7 & 66

Customer experience

Financial planning insight

Strong communication

Team collaboration

Job description

Fidelity Investments Inc. seeks a Relationship Manager to strengthen client relationships and support branch teams. You will help organize Financial Consultants, ensure daily activities align with client needs, and identify opportunities to add value within client relationships.

Role involves learning how to cultivate a book of business and deliver personalized service with integrity, while collaborating with the Relationship Manager team to drive client engagement and long-term loyalty.