High Net Worth Financial Services Representative

2 weeks ago


Marlton, New Jersey, United States Fidelity Investments Full time

Exciting Opportunity for a Financial Services Professional in the Industry

We are seeking a licensed Financial Services Associate in the financial services industry. This role involves enhancing relationships with high-net-worth clients, providing guidance on financial products, and processing monetary requests. The ideal candidate should have a Series 7 certification, strong customer service skills, and a background in the financial services industry.

Your Responsibilities Include:

  • Engaging with customers via inbound calls
  • Processing customer requests for trades and other monetary transactions
  • Using consultative skills to enhance the customer experience

Why Choose Fidelity Investments?

At Fidelity Investments, we believe in investing in our people. We offer a competitive total rewards package and benefits designed to help you achieve work-life balance. Our company values your contributions and offers a dynamic work environment that fosters growth and development.



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