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High Net Worth Financial Services Representative

2 months ago

Marlton, New Jersey, United States Fidelity Investments Full time

Job Summary

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

Key Responsibilities

  • Engage with customers through inbound calls, responding to their inquiries, and providing product and service level guidance.
  • Process customer requests, including options, equities, mutual funds, and fixed income trades, as well as other specialized monetary requests.

Requirements

  • Series 7 license required.
  • Series 63 license preferred (paid training and support provided).
  • 2-3 years of previous experience working in the financial services industry.
  • Strong technological savvy and comfort with learning 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.

Certifications

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA