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High Net Worth Service Associate

2 months ago

Trenton, New Jersey, United States Fidelity Investments Full time
Job Overview

We are seeking a highly skilled and experienced Financial Services Representative to join our team at Fidelity Investments. As a High Net Worth Service Associate, you will be responsible for providing exceptional client service and support to our high-net-worth clients.

Key Responsibilities
  • Engage with clients to understand their financial needs and goals, and provide personalized investment advice and guidance.
  • Process client requests, including trades and other financial transactions, in a timely and accurate manner.
  • Develop and maintain strong relationships with clients, and provide ongoing support and education to help them achieve their financial objectives.
  • Stay up-to-date on market trends and economic conditions, and provide clients with informed and objective advice.
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 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.

We offer a wide range of benefits to meet your evolving needs, including comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off, and parental leave.

Certifications

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA