Job Description:
High Net Worth Representative
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Diego Metro area! While you will work from home, you must reside near the Greater San Diego 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 access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely.
Theu00A0Purposeu00A0of 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 to increase customer loyalty and drive business development opportunities.
Theu00A0Valueu00A0You Deliver
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Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
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Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Theu00A0Expertiseu00A0We re Looking For
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Series 7 required
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Series 63 preferred (paid training & support provided)
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2-3 years of previous experience working in the financial services industry
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Strong technological savvy and comfort with learning how to use new tools
Theu00A0Skillsu00A0You Bring
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You have a broad-based knowledge and understanding of general financial planning concepts
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Proven customer service, client support and problem resolution skills
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Ability to effectively influence others and use consultative skills to enrich the customer 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 ouru00A0benefit programsu00A0are designed to help you and your family strike the right balance.
Learn More:u00A0u00A0Dynamic Working
Certifications:
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA
Company Overview
Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.
Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling u0022Dynamic Working.u0022
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-###-####, prompt 2, option 3.