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Fidelity Investments
Fidelity Investments
B2BB2CFinanțe
Fidelity Investments este o companie diversificată de servicii financiare care deservește investitori individuali, angajatori, consilieri și instituții. Activitatea sa include gestionarea investițiilor, fonduri mutuale, planificarea pensionării, administrarea patrimoniului, platforme de brokeraj și tranzacționare și servicii instituționale. Compania combină produsele financiare destinate consumatorilor cu ofertele inter-companii, sprijinind beneficiile pentru angajați, consilierii profesioniști și clienții instituționali și creând oportunități de contribuție în domeniile finanțelor, tehnologiei, operațiunilor și serviciilor pentru clienți.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiIDIdahoLa sediuNormă întreagăJuniorNu este necesară o diplomăLimbă Obligatorie: englezăManager de conturiVânzări

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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