High Net Worth Financial Services Representative

3 days ago


Princeton, New Jersey, United States Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a highly skilled and experienced Financial Services Representative to join our team as a High Net Worth Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our high-net-worth clients.

Key Responsibilities

  • Engage with customers via inbound calls, respond to their inquiries, and provide product and service level guidance.
  • Process customer requests, including options, equities, mutual funds, and fixed income trades, as well as other specialized monetary requests.

Requirements

  • Series 7 license required.
  • Series 63 license preferred (paid training and support provided).
  • 2-3 years of previous experience working in the financial services industry.
  • Strong technological savvy and comfort with learning new tools.

What We Offer

  • A competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • A wide range of benefits to meet your evolving needs and help you live your best life at work and at home, including comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off, and parental leave.

Certifications

  • Series 07 - FINRA
  • Series 63 - FINRA
  • Series 65 - FINRA
  • Series 66 - FINRA


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