High Net Worth Representative\u00A0
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, you\u00A0must\u00A0reside\u00A0near\u00A0the Greater Cleveland, OH area\u00A0as\u00A0occasional 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.\u00A0
The\u202FPurpose\u202Fof Your Role\u00A0
As a High Net Worth Representative, you will be focused on enhancing relationships with our\u00A0high-net-worth\u00A0clients who have assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.\u00A0
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,\u00A0
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests\u00A0
The\u202FExpertise\u202FWe re Looking For
Series 7 required
Series 63 preferred (paid training & support provided)\u00A0
2-3 years of previous experience working in the financial services industry\u00A0
Strong technological\u00A0savvy\u00A0and comfort with learning how to use new tools\u00A0
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\u00A0
Our Investments in You\u00A0
Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically.\u00A0We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.\u00A0And\u00A0our\u202Fbenefit programs\u202Fare designed to help you and your\u00A0family\u00A0strike the right balance.\u00A0\u00A0Certifications:
Series 07 - FINRA, Series 63 - FINRA
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a [ Link removed ] - Click here to apply to High Net Worth Service Associate - Greater Cleveland, OH Area, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling \u0022[ Link removed ] - Click here to apply to High Net Worth Service Associate - Greater Cleveland, OH Area.\u0022
We invite you to Find Your Fidelity at [ Link removed ] - Click here to apply to High Net Worth Service Associate - Greater Cleveland, OH Area.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [ Link removed ] - Click here to apply to High Net Worth Service Associate - Greater Cleveland, OH Area, or by calling
, prompt 2, option 3.
- Customer Experience
- Customer Service
- Financial Planning
- Problem Solving