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Fidelity Investments jismoniy investorlar, ish beruvchilar, maslahatchilar va institutsional mijozlarga xizmat ko‘rsatuvchi, faoliyat yo‘nalishlari xilma-xil bo‘lgan moliyaviy xizmatlar kompaniyasidir. Kompaniya investitsiyalarni boshqarish, investitsiya fondlari, pensiya rejalashtirish, aktivlarni boshqarish, brokerlik va savdo platformalari hamda institutsional xizmatlarni taklif etadi. U iste’molchilarga mo‘ljallangan moliyaviy mahsulotlarni ish joyidagi imtiyozlar, professional maslahatchilar va institutsional mijozlarni qo‘llab-quvvatlaydigan bizneslararo xizmatlar bilan birlashtirib, moliya, texnologiya, operatsiyalar va mijozlarga xizmat ko‘rsatish sohalarida hissa qo‘shish imkoniyatlarini yaratadi.
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.
Tavsif
- 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
Talablar
- 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
Imtiyozlar
- 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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