Relationship Manager

Fidelity Investments

. Facilitate relationships with Fidelity’s most valuable clients .

Posted 10/5/2026full-timeEagle • Idaho • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management skills, with a focus on delivering personalized service and financial planning insights. Holds necessary FINRA licenses and possesses the ability to thrive in a compliance-driven environment.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseFinancial Services ExperienceClient Relationship ManagementFinancial Planning Insight

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Market KnowledgeCompliance UnderstandingPlanning ExperienceClient Contact Strategy ManagementTargeted Appointment Facilitation

Soft Skills

Strong Social SkillsProfessional CommunicationCoachabilityCollaborationCuriosity

Industry Keywords

Securities RegulationsInvestment RegulationsRetirement RegulationsCustomer ExperienceDynamic Environment

About the role

Key responsibilities & impact

Facilitate relationships with Fidelity’s most valuable clients
Support the branch team by strengthening client relationships
Keep Financial Consultants organized
Ensure daily activities align with client needs
Cultivate a book of business and identify opportunities to add value
Facilitate targeted appointments that drive meaningful client engagement
Deepen client relationships through long-term mentorship
Collaborate with the Relationship Manager team company-wide
Manage the client contact strategy
Build long-lasting, meaningful client relationships

Requirements

What you’ll need

FINRA Series 7 and Series 66 licensed and appropriate state registrations, or ability to acquire Series 66 upon hire
1-3 years in financial services with an emphasis on providing an excellent customer experience
Ability to succeed in a dynamic, deadline-driven, detailed compliance environment
Planning experience and knowledge of financial markets and products
Strong social skills and ability to deliver highly personalized service
Ability to think creatively and make decisions with team support
Ability to facilitate targeted appointments that drive meaningful client engagement
Client-focused mindset and strong financial planning insight
Vested interest in advocating for clients
Professional, polished communication style
Coachability, collaboration, and curiosity
Degree and/or other professional certifications are helpful, but not required
Must comply with applicable securities, investment, retirement, FINRA, and state regulations
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Stable base salary
Tuition Reimbursement program
Training in-branch, regionally, nationally, and virtually
Onboarding support
Competitive total rewards package
Full-time onsite working model where applicable