High Net Worth Service Associate - Greater San Diego CA Area
High Net Worth Service Associate - Greater San Diego CA Area
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$ 46000 - 75000
1 Vacancy
Job Description
Job Description:
To be eligible for consideration of this role your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below
San Diego Del Mar Rancho Bernardo
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 inperson 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. Youll have full access to work from home capability to support our clients remotely.
ThePurposeof Your Role
As a High Net Worth Representative you will be focused on enhancing relationships with our highnetworth clients who have assets of $250000 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 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
TheExpertiseWere Looking For
Series 7 required
Series 63 preferred (paid training & support provided)
23 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
TheSkillsYou Bring
You have a broadbased 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
Fidelitys 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 ourbenefit programsare designed to help you and your family strike the right balance.
Learn More:Dynamic Working
Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Certifications:
Series 07 FINRA Series 63 FINRA Series 65 FINRA Series 66 FINRACategory:
Customer Service Relationship Management SalesRequired Experience:
IC
Employment Type
Full-Time
