Job Description:
High Net Worth Representative
We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro San Jose area!
The position is remote and requires that you reside in the Greater San Jose, CA area.
We offer virtual interviewing and onboarding, as well as access to our virtual training and support.
Full access to work from home capabilities to support our clients remotely.
The Purpose of Your Role
As a High Net Worth Representative, you will be focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore have complex service and investment needs.
In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Value You Deliver
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The Expertise We’re Looking For
Series 7 required
Series 63 preferred (paid training & support provided)
Ability to work 100% percent remotely
2-3 years of previous experience working in the financial services industry
Strong technological acumen and comfort with learning how to use new tools
The Skills You Bring
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
Our Investments in You
We believe it is important to approach life holistically.
Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance.
Sound too good to be true?
See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
Certifications:
Series 07
– FINRA, Series 63
– FINRA
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do.
As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined.
We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email toaccommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
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