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Fidelity Investments
Fidelity Investments
B2BB2Cवित्त
Fidelity Investments एक विविधीकृत वित्तीय सेवा कंपनी है, जो व्यक्तिगत निवेशकों, नियोक्ताओं, सलाहकारों और संस्थागत ग्राहकों को सेवाएं प्रदान करती है। इसके कारोबार में निवेश प्रबंधन, म्यूचुअल फंड, सेवानिवृत्ति योजना, संपत्ति प्रबंधन, ब्रोकरेज और ट्रेडिंग प्लेटफ़ॉर्म तथा संस्थागत सेवाएं शामिल हैं। कंपनी उपभोक्ताओं के लिए वित्तीय उत्पादों को व्यवसाय-से-व्यवसाय सेवाओं के साथ जोड़ती है, जो कार्यस्थल लाभों, पेशेवर सलाहकारों और संस्थागत ग्राहकों की सहायता करती हैं। इससे वित्त, प्रौद्योगिकी, संचालन और ग्राहक सेवा के क्षेत्रों में योगदान देने के अवसर मिलते हैं।
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कंपनी की नौकरियाँ

Fidelity Investments Relationship Manager – Boise, ID (Onsite)

Build trusted relationships with Fidelity clients while supporting branch operations and business development. Serve Boise-area clients through personalized financial guidance and meaningful engagement.

USसंयुक्त राज्यIDआइडाहोऑन-साइटपूर्णकालिकजूनियरडिग्री आवश्यक नहींआवश्यक भाषा: अंग्रेज़ीअकाउंट मैनेजरबिक्री

विवरण

  • Manage relationships with Fidelity’s high-value clients
  • Strengthen client connections in support of branch goals
  • Coordinate Financial Consultant activities and priorities
  • Align daily work with evolving client needs
  • Develop a book of business and uncover opportunities to deliver additional value
  • Arrange focused appointments that encourage meaningful client engagement
  • Nurture client relationships through ongoing guidance and mentorship
  • Partner with Relationship Manager colleagues across Fidelity
  • Oversee the client contact strategy
  • Establish durable, high-value client relationships

आवश्यकताएँ

  • Hold FINRA Series 7 and Series 66 licenses with applicable state registrations, or be able to obtain Series 66 after joining
  • Bring 1–3 years of financial services experience focused on delivering excellent customer service
  • Work effectively in a fast-paced, deadline-driven environment with detailed compliance requirements
  • Have experience with financial planning and knowledge of financial markets and products
  • Demonstrate strong interpersonal skills and the ability to provide highly personalized service
  • Use sound judgment, think creatively, and make decisions with support from the team
  • Be able to arrange focused appointments that generate meaningful client engagement
  • Maintain a client-first perspective and strong financial planning insight
  • Show a clear commitment to advocating for clients
  • Communicate in a polished, professional manner
  • Demonstrate coachability, collaboration, and curiosity
  • A degree or additional professional certifications is helpful but not required
  • Follow applicable securities, investment, retirement, FINRA, and state regulations
  • Fidelity does not provide immigration sponsorship for this role

लाभ

  • Stable base salary
  • Tuition reimbursement program
  • Training provided in branch, regionally, nationally, and virtually
  • Support throughout onboarding
  • Competitive total rewards package
  • Full-time onsite work model where applicable

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