Remote High Net Worth Service Associate - External Referral REQ
Remote High Net Worth Service Associate - External Referral REQ
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Job Description
Job Description:
This posting is ONLY to refer Licensed EXTERNAL Candidates to the High Net Worth Service Associate position in the locations listed on this job posting.
Please use this requisition to refer external talent to the Regional Center Satellite High Net Worth Service Associate positions. We are currently hiring in the posting locations listed on the Requisition. Availability of roles varies based upon current business needs. The Talent Acquisition team will share more information with your referral at the time of initial conversation.
Please note while Fidelity appreciates candidates that you will refer we want to ensure that you are not violating any obligations you might have to a former employer by making your referral. Many employers have agreements with their employees that limit the employees ability to refer friends and coworkers for a period of time. When referring talent to Fidelity please ensure that you are not subject to any restrictions that would limit your ability to do so and if you have questions please email the Talent Referral Programbeforemaking any referrals. Employees who make referrals in violation of any agreement with their former employers will not be eligible for a referral bonus.
High Net Worth Representative
We have an exciting opportunity for a remote licensed High Net Worth Service Associate in the Greater Cleveland OH Metro area! While you will work from home youmustresidenearthe Greater Cleveland OH 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.
Certifications:
Series 07 FINRA Series 63 FINRACategory:
Customer Service Relationship Management SalesFidelitys 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.
Required Experience:
IC
Employment Type
Full-Time
