High Net Worth Financial Services Professional

1 month ago


Columbus, Ohio, United States Fidelity Investments Full time

Job Summary

We are seeking a highly skilled and experienced Financial Services Representative to join our team at Fidelity Investments. As a High Net Worth Client Service Associate, you will be responsible for providing exceptional service to our high net worth clients, helping them to achieve their financial goals and objectives.

Key Responsibilities

  • Engage with clients to understand their financial needs and provide personalized service and guidance
  • Process client requests, including options, equities, mutual funds, and fixed income trades
  • Develop and maintain strong relationships with clients to drive business growth and increase customer loyalty

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

About Fidelity Investments

Fidelity Investments is a leading provider of financial services, offering a range of products and services to help individuals and institutions achieve their financial goals. We are committed to providing exceptional service and support to our clients, and we are seeking a talented and motivated individual to join our team.



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