High Net Worth Service Associate - Greater San Diego, CA Area

Fidelity Investments Inc.; San Diego (CA); Remote; USD 46,000 - 75,000; Full time

Job summary

An established industry player is seeking a remote High Net Worth Representative to strengthen relationships with affluent clients. This role focuses on providing exceptional service to clients with assets ranging from $250,000 to $1 million, ensuring their complex needs are met. You will engage with clients through inbound calls, guiding them through product offerings and processing requests. The company values its associates and offers a competitive rewards package, including a stable salary and comprehensive benefits to support your well-being and career development. If you have a passion for customer service and financial planning, this opportunity is perfect for you.

Benefits

Comprehensive Health Care Coverage

Market-leading Retirement

Generous Paid Time Off

Parental Leave

Educational Assistance

Student Loan Repayment

Tuition Reimbursement

Charitable Giving Match Program

Qualifications

• 2-3 years of experience in financial services required.
• Series 7 certification is mandatory for this role.

Responsibilities

• Engage with high-net-worth clients to enhance relationships.
• Process customer requests including trades and inquiries.

Skills

Customer Service

Problem Resolution

Financial Planning Concepts

Consultative Skills

Education

Series 7 Certification

Series 63 Certification

Experience in Financial Services

Tools

Financial Software

Job description

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

San Diego, Del Mar, Rancho Bernardo

High Net Worth Representative

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Diego Metro area! While you will work from home, you must reside near the Greater San Diego area as occasional in-person participation with your peers is an important part of our culture.

The Purpose of Your Role

As a High Net Worth Representative, you will be focused 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 to increase customer loyalty and drive business development opportunities.

The Value You Deliver

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance.
• Processing customer requests to include options, equities, mutual funds and 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 previous experience working in the financial services industry.
• Strong technological savvy and comfort with learning how to use new tools.

The Skills You Bring

• You have a broad-based knowledge and understanding of general financial planning concepts.
• Proven customer service, client support and problem resolution skills.
• Ability to effectively influence others and use consultative skills to enrich the customer experience.

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Customer Service, Relationship Management, Sales