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High Net Worth Service Associate - Greater Orlando, FL Area

Company: Fidelity Investments
Location: Dover
Posted on: November 19, 2021

Job Description:

Job Description:We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro Miami area The position is remote and requires that you reside in the Greater Miami, Florida 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 RoleAs 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 DeliverEngaging 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 requestsThe Expertise We re Looking ForSeries 7 requiredSeries 63 preferred (paid training & support provided)Ability to work 100% percent remotely2-3 years of previous experience working in the financial services industryStrong technological acumen and comfort with learning how to use new toolsThe Skills You BringYou have a broad-based knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsAbility to effectively influence others and use consultative skills to enrich the customer experienceOur Investments in YouWe 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 - FINRAWe welcome those with experience in jobs such as Department Supervisor, Overnight Stocker, and Regional Manager and others in the Retail to apply.

Keywords: Fidelity Investments, Brandon , High Net Worth Service Associate - Greater Orlando, FL Area, Other , Dover, Florida

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