High Net Worth Service Associate - Greater Phoenix Arizona

Fidelity Investments Phoenix , AZ 85002

Posted 1 week ago

Job Description:

Fidelity Investments' Racial Equity & Diversity Pledge

"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments.

High Net Worth Representative

We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro-Phoenix area! The position is remote and requires that you reside in the Greater Phoenix Arizona area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

You work hard every day to help Fidelity's customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams.

The Expertise We're Looking For

  • Series 7 required

  • Series 63 preferred (paid training & support provided)

  • Ability to work 100% percent remotely

  • Bilingual in Spanish and English is a plus

  • 2-3 years of previous experience working in the financial services industry

  • Entrepreneurial spirit: comfortable working independently, within the infrastructure of a large organization

  • Strong technological acumen and comfort with learning how to use new tools

  • Excels in paperless work environment by leveraging technology

The Purpose of Your Role

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 $250,000 to $1 million and therefore have complex service and investment needs. In this role, you will help us to increase customer loyalty and drive business development opportunities.

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

The Skills You Bring

  • You have abroad based knowledge and understanding of general financial planning concepts

  • Proven customer service, client support and problem resolution skills

  • You possess exceptional verbal and written communication skills

  • Ability to effectively influence others and use consultative skills to enrich the customer experience

  • Your robust time management and organizational skills

Our Investments in You

We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments

  • Click here for a story about how we are helping our employee's payback their student loan debt

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

  • Delivering efficient and responsive resolutions for various client situations, researching the issue and communicating the solution to the client

  • Uncovering opportunities and identifying products and services that will enhance the client's financial success and partner with the Financial Consultants to discuss potential business opportunity leads.

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

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

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to be an employer of choice. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.

We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

Fidelity Investments is an equal opportunity employer

Certifications:

Series 07 - FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

We welcome those with experience in jobs such as Retail Assistant, Stock Associate, and Retail Salesperson and others in the Retail to apply.

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High Net Worth Service Associate - Greater Phoenix Arizona

Fidelity Investments