High Net Worth Financial Associate

1 week ago


Marlton, New Jersey, United States Fidelity Investments Full time

About the Role

We are seeking a highly skilled and experienced High Net Worth Service Associate to join our team at Fidelity Investments. As a key member of our team, 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 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 skills and ability to learn new tools.

What We Offer

Fidelity Investments is committed to providing 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.

Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA



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