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High Net Worth Service Associate - Greater San Francisco, CA Area

Company: Fidelity Investments
Location: Daly City
Posted on: January 11, 2022

Job Description:

Job Description:High Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Francisco, CA Metro area! While you will work from home, youmustresidenearthe Greater San Francisco, CA areaasoccasional 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.ThePurposeof Your RoleAs a High Net Worth Representative, you will be focused on enhancing relationships with ourhigh-net-worthclients 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.TheValueYou DeliverEngaging 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 requestsTheExpertiseWe're Looking ForSeries 7 requiredSeries 63 preferred (paid training & support provided)2-3 years of previous experience working in the financial services industryStrong technologicalsavvyand comfort with learning how to use new toolsTheSkillsYou BringYou have a broad-based knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsAbility to effectively influence others and use consultative skills to enrich the customer experienceOur Investments in YouFidelity'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.Andourbenefit programsare designed to help you and yourfamilystrike the right balance.Certifications:Series 07 - FINRA, Series 63 - FINRACompany 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. Safety remains Fidelity's top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.

Keywords: Fidelity Investments, Daly City , High Net Worth Service Associate - Greater San Francisco, CA Area, Other , Daly City, California

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