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Wealth Management Service Associate
2 months ago
Eligibility Criteria:
Your primary residence must be within a specified distance from designated branch locations.
Position Overview:
We are thrilled to announce a remote opportunity for a licensed Wealth Management Service Associate. While this role allows for remote work, residing near the Greater Austin area is essential for occasional in-person collaboration with colleagues, which is a vital aspect of our workplace culture. We provide virtual interviewing and onboarding processes, along with comprehensive virtual training and support. You will have the necessary tools to effectively assist our clients from home.
Role Purpose:
As a Wealth Management Service Associate, your focus will be on strengthening relationships with our high-net-worth clients, who possess assets ranging from $250,000 to $1 million, and have intricate service and investment requirements. Your contributions will be key in enhancing customer loyalty and fostering business development opportunities.
Value Delivered:
- Engaging with clients through inbound communications, addressing their inquiries, and offering guidance on products and services.
- Processing client requests, including trades in options, equities, mutual funds, and fixed income, along with other specialized financial transactions.
Qualifications:
- Series 7 certification is required.
- Series 63 certification is preferred (training and support will be provided).
- 2-3 years of experience in the financial services sector.
- Strong technological proficiency and willingness to learn new tools.
Skills Required:
- Comprehensive knowledge of general financial planning principles.
- Demonstrated customer service and client support capabilities.
- Ability to effectively influence others and utilize consultative skills to enhance the customer experience.
Our Commitment to You:
At Fidelity, we recognize that our greatest asset is our people. We offer a competitive total rewards package, including a stable base salary, to acknowledge the achievements of our associates. Our benefits programs are designed to help you and your family achieve a healthy work-life balance.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview:
Fidelity Investments is dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support organizations in providing employee benefits, and offer investment and technology solutions to institutions and independent advisors.
Join Us:
At Fidelity, you will discover numerous opportunities to build a fulfilling career that positively impacts lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to thrive both professionally and personally. Recognized as a top workplace, we value diverse backgrounds and experiences, and we offer a range of learning opportunities to help you achieve your career aspirations.
Fidelity is an equal opportunity employer.
