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Wealth Management Client Associate

2 months ago

Houston, Texas, United States Fidelity Investments Full time
Wealth Management Client Associate

A distinguished financial services firm is in search of a Wealth Management Client Associate. This position allows for remote work with occasional face-to-face interactions. The successful candidate should possess a Series 7 license and have 2-3 years of experience in the financial sector. Exceptional customer service and analytical skills are crucial for this role.

Key Responsibilities:

  • Assist affluent clients by offering expert advice and support
  • Handle client inquiries regarding a variety of financial services

Fidelity Investments is a reputable organization dedicated to enhancing the financial health of its clients. Becoming part of Fidelity means aligning with a company that prioritizes integrity, transparency, and a strong commitment to client security. If you are interested in a fulfilling career with ample opportunities for professional growth, this Wealth Management Client Associate position may be the right fit for you.