High Net Worth Service Associate - Greater Baltimore, MD Area

Fidelity Investments; Baltimore (MD); Remote; USD 60,000 - 80,000; Full time

Job summary

Fidelity Investments is seeking a remote High Net Worth Representative to enhance relationships with high-net-worth clients. This role involves engaging with clients, processing requests, and providing expert guidance on financial products. Candidates should have a Series 7 license and experience in the financial services industry.

Benefits

Competitive total rewards package

Access to virtual training and support

Qualifications

• 2-3 years of experience in the financial services industry.
• Strong technological savvy and comfort with learning new tools.

Responsibilities

• Engaging with customers via inbound calls and providing product guidance.
• Processing customer requests including trades and specialized monetary requests.

Skills

Customer service

Problem resolution

Financial planning concepts

Consultative skills

Education

Series 7

Series 63 (preferred)

Job description

To be eligible for consideration of this role, your primary residence must be located within a 90-mile radius at the time of application from the approved branch sites listed below:

High Net Worth Representative

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capabilities to support our clients remotely.

The Purpose of Your Role

As a High Net Worth Representative, you will focus on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help increase customer loyalty and drive business development opportunities.

The Value You Deliver

• Engaging with customers via inbound calls, responding to inquiries, and providing product and service guidance
• Processing customer requests including options, equities, mutual funds, fixed income trades, and other specialized monetary requests

The Expertise We’re Looking For

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

The Skills You Bring

• Broad knowledge of general financial planning concepts
• Proven customer service, client support, and problem resolution skills
• Ability to influence others effectively and use consultative skills to enhance the customer experience

Our Investments in You

Fidelity’s greatest asset is our people. We believe in approaching life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize your achievements. Our benefit programs are designed to help you and your family find the right balance.

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Associate High Worth • Baltimore, MD, US