Job Description:
High Net Worth Representativeu00A0
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Jose, CA Metro area! While you will work from home, youu00A0mustu00A0resideu00A0nearu00A0the Greater San Jose, CA areau00A0asu00A0occasional 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.u00A0
Theu202FPurposeu202Fof Your Roleu00A0
As a High Net Worth Representative, you will be focused on enhancing relationships with ouru00A0high-net-worthu00A0clients who have assets of $250,000 to $1 million,u00A0and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.u00A0
Theu202FValueu202FYou Deliveru00A0
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Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,u00A0
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Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requestsu00A0
Theu202FExpertiseu202FWe re Looking For
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Series 7 required
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Series 63 preferred (paid training & support provided)u00A0
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2-3 years of previous experience working in the financial services industryu00A0
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Strong technologicalu00A0savvyu00A0and comfort with learning how to use new toolsu00A0
Theu202FSkillsu202FYou Bringu00A0
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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 experienceu00A0
Our Investments in Youu00A0
Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically.u00A0We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.u00A0Andu00A0ouru202Fbenefit programsu202Fare designed to help you and youru00A0familyu00A0strike the right balance.u00A0u00A0
Certifications:
Series 07 – FINRA, Series 63 – 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 800-835-5099, prompt 2, option 3.