Licensed Financial Services Representative

Fidelity Investments Waukegan , IL 60079

Posted 2 months ago

Job Description:

High Net Worth Service Associate

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

Is it time to explore new challenges in your career?

We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

We have a new and exciting opportunity for a Remote Licensed Client Management Representative in the Greater Chicago area! The position is fully remote and requires you reside in the Greater Chicago area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

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 a complex service and investment need. In 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 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 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 situations. Own 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 client's 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


Series 07 - FINRA, Series 66 - 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

We welcome those with experience in jobs such as Assistant Store Manager, General Store Manager, and Cashier and others in the Retail to apply.

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Licensed Financial Services Representative

Fidelity Investments