Job Description:
Wealth Management Team – Service Specialist
We have an exciting opportunity for a remote, licensed Wealth Management Team Service Specialist in the Greater San Francisco, CA Metro area!
While you will work from home, you must reside near the Greater San Francisco, California area as occasional in-person participation with your peers is an important part of our culture.
We offer virtual interviewing and onboarding, as well as our virtual training and support.
You’ll have full access to work from home capability to support our clients remotely.
The Wealth Management team provides customized , comprehensive financial planning solutions , ongoing investment management and the highest level of service to Fidelity’s High Net Worth clients .
A s a key player on the team, you will support an advisory practice to deliver exceptional service and relationship experience through responsiveness, proactivity, and outstanding service execution.
The Purpose of Your Role
Y ou will provide exceptional support t o a book of clients through frequent communication and collaboration with the advisory team and key business partners.
By building strong relationships and applying effective practice management techniques, you will deliver complex wealth management service to your clients.
The Value You Deliver
Through calls, chat and emails you will support the advisory team and their book of clients, taking responsibility for complex case management and proactive client outreach
Delivering customized service to clients seeking a personalized , high-touch relationship
You deliver the best c lient experience in the financial services industry by efficiently and accurately resolving issues and taking ownership to solve complex situations
The Skills You Bring
Extensive experience working with Account Management, Money Movement and Transfers of Assets requests
S trong communication and organizational skills to prioritize decisions in a fast
– moving environment
Creative problem resolution skills with an ability to balance risk and the c lient experience
Capability to take ownership of complex situations that result in positive outcomes for c lient s
E xperience in a team environment that fosters culture of peer
– to
– peer coaching, collaboration, and recognition
The Expertise You Have
Series 7 required
Series 63 or ability to obtain upon hire
3-5 years of previous financial services experience
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
And our?benefit programs?are designed to help you and your family strike the right balance.
Certifications: Series 07
– FINRA, Series 63
– FINRA, Series 65
– FINRA, Series 66
– 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 to accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 2.