High Net Worth Service Associate - Greater Houston TX Area
High Net Worth Service Associate - Greater Houston TX Area
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1 Vacancy
Job Description
Job Description:
High Net Worth Representative
We have an exciting opportunity for a remote licensed High Net Worth Service Associate in the Greater Detroit Houston area! While you will work from home youmustresidenearthe Greater Houston areaasoccasional 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 ourhighnetworthclients who have assets of $250000 to $1 millionand 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 technologicalsavvyand 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.Andourbenefit programsare designed to help you and yourfamilystrike the right balance.
Only includeforRC8locations
Learn More:Dynamic Working
Please see below for the salary range for work locations in Colorado only:
N/APlease see below for the salary range for work locations in New York City Westchester County NY and Jersey City NJ only:
N/APlease see below for the salary range for work locations in California only:
N/APlease see below for the salary range for work locations in Washington only:
N/ACertifications:
Series 07 FINRA Series 63 FINRA Series 65 FINRA Series 66 FINRACategory:
Customer Service Relationship Management SalesFidelity will continue to keep the safety of associates and customers as our top priority and this will never change.
As the pandemic evolves and Federal State and Local regulations emerge it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.
Therefore Fidelity will require all candidates to disclose their COVID19 vaccination status during the hiring process and if vaccinated provide proof of vaccine.
This is not a requirement to be vaccinated. It is a requirement to report vaccination status and if vaccinated provide proof.
Required Experience:
IC
Employment Type
Full-Time
