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, you must reside near the Greater Houston area as occasional 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.
The Purpose of Your Role
As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients 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.
The Value You 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

The Expertise We're Looking For

• Series 7 required

• Series 63 preferred (paid training & support provided)
• 2-3 years of previous experience working in the financial services industry
• Strong technological savvy and comfort with learning how to use new tools

The Skills You Bring

• You have a broad-based 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
Fidelity'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. And our benefit programs are designed to help you and your family strike the right balance.
[Only include for RC8 locations]
Learn More: Dynamic Working
Please see below for the salary range for work locations in Colorado only:
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Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
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Please see below for the salary range for work locations in California only:
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Please see below for the salary range for work locations in Washington only:
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Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Customer Service, Relationship Management, Sales
Fidelity 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 COVID-19 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.
Link to CDC definition of "fully vaccinated" for COVID-19.