High Net Worth Financial Associate

4 weeks ago


Stamford, Connecticut, United States Fidelity Investments Full time

Job Summary

We are seeking a highly skilled and motivated High Net Worth Financial Associate to join our team at Fidelity Investments. As a High Net Worth Financial Associate, you will be responsible for providing exceptional service to our high-net-worth clients, helping them to achieve their financial goals and objectives.

Key Responsibilities

  • Engage with clients to understand their financial needs and provide personalized service and guidance.
  • Process client requests, including options, equities, mutual funds, and fixed income trades.
  • Develop and maintain strong relationships with clients to increase customer loyalty and drive business development opportunities.

Requirements

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

What We Offer

Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance.

Learn More:

The base salary range for this position is $46,000 – $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.



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