High Net Worth RCS Locations

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

As a High Net Worth Representative you will be an integral part of a fast-paced team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250000 to $1 million and therefore a complex service and investment this role you will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics each one embodies the core values that have been instrumental in building our proud the customer first respect integrity honesty innovation and improvement as well as competitiveness are values shared across the simple but powerful values set us apart from our competition.

The Expertise You Have

• Series 7 required

• Series 63 or ability to obtain within 90 days

• 2-3 years of previous financial services experience

The Skills You Bring

• Broad based knowledge and understanding of general financial planning concepts

• Proven customer service client support and problem resolution skills

• Strong verbal and written communication skills

• Ability to effectively influence others

• Robust time management and organizational skills

The Value You Deliver

• Engage with customers via inbound calls responding to their inquires which may include providing product and service level guidance processing transactions to include options equities mutual funds and fixed income trades and other specialized monetary requests

• Deliver efficient and responsive resolution for various client the management of the case research the issue and communicate the solution to the client

• Uncover opportunities and identify products and services that will enhance the clients financial success and partner with the Financial Consultant to further discuss with the client

• Collaborate with internal business partners to research and resolve complex client requests

• Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently some roles and locations require 100% onsite presence while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

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.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.