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High Net Worth Financial Associate

2 months ago

Houston, Texas, United States Fidelity Investments Full time
Job Summary

We are seeking a highly skilled High Net Worth Service Associate to join our team at Fidelity Investments. As a key member of our team, you will be responsible for delivering exceptional service to our high-net-worth clients, providing guidance on complex financial products and services, and driving business development opportunities.

Key Responsibilities
  • Engage with clients through inbound calls, responding to their inquiries, and providing 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

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.

Investments in You

We believe in investing in our associates' growth and development. As a High Net Worth Service Associate, you will have access to virtual training and support, as well as opportunities for professional growth and advancement.