Inbound Financial Services Representative

Fidelity Investments Buena Park , CA 90620

Posted 2 months ago

Job Description:

High Net Worth Representative

We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater San Diego area! The position is remote and requires that you reside in the Greater San Diego, California 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.

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 us 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)

  • Ability to work 100% percent remotely

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

  • Strong technological acumen 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

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(opens in a new tab)

  • Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)

Certifications:

Series 07 - FINRA, Series 63 - 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 Co-Manager, Grocery Clerk, and Retail Salesperson and others in the Retail to apply.

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Inbound Financial Services Representative

Fidelity Investments