High Net Worth Financial Associate
4 weeks ago
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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