Wealth Management Support Professional

7 days ago


Merrimack, New Hampshire, United States Fidelity Investments Full time
About the Role

Fidelity Investments is looking for a talented individual to fill the position of Wealth Management Team - Service Specialist. As a key member of our team, you will be responsible for providing exceptional support to our high net worth clients by delivering customized financial planning solutions and ongoing investment management.

Key Responsibilities
  • Supporting an advisory practice to deliver exceptional service and relationship experience.
  • Working closely with the advisory team and key business partners to build strong relationships.
  • Applying effective practice management techniques to deliver complex wealth management service to clients.
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 between work and personal life.

Join Our Team

If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.


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