High net worth service associate - smithfield, ri - united states, tarin kowt
job description:
high net worth representative
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 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)
2-3 years of previous experience working in the financial services industry
strong technological savvy 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
fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. we offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. and our benefit programs are designed to help you and your family strike the right balance.
covid work policy
safety is our top priority. once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. you'll be spending some of your time onsite. regular participation at our on-location sites is an important part of our culture. please be mindful of commute distance when considering applying.
learn more: [link available when viewing the job]
certifications:
series 07 - finra, series 63 - finra, series 65 - finra, series 66 - finra
company overview
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 available when viewing the job], we have been recognized by our employees as a best place to work in 2022. 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.
as a result of covid-19, many of our associates are continuing to work remotely. when fidelity employees eventually return to the office, 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 “[link available when viewing the job].”
we invite you to find your fidelity at [link available when viewing the job].
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 [link available when viewing the job], or by calling [phone number shown when applying], prompt 2, option 2.
we welcome those with experience in jobs such as cashier, retail store manager, and retail sales associate and others in the retail to apply.
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