United States onlyJob Description:
This posting is ONLY to refer Licensed EXTERNAL Candidates to the High Net Worth Service Associate position in the locations listed on this job posting.
Please use this requisition to refer external talent to theRegional Center Satellite - High Net Worth Service Associatepositions. We are currently hiring in the posting locations listed on the Requisition.Availability of roles varies based upon current business needs. The Talent Acquisition team will share more information with your referral at the time of initial conversation.
Please note, while Fidelity appreciates candidates that you will refer, we want to ensure that you are not violating any obligations you might have to a former employer by making your referral. Many employers have agreements with their employees that limit the employee’s ability to refer friends and co-workers for a period of time. When referring talent to Fidelity, please ensure that you are not subject to any restrictions that would limit your ability to do so and if you have questions, please email the Talent Referral Program before making any referrals. Employees who make referrals in violation of any agreement with their former employers will not be eligible for a referral bonus.
High Net Worth Representative
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Cleveland, OH Metro area! While you will work from home, youmustresidenearthe Greater Cleveland, OH areaasoccasional 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 capability to support our clients remotely.
The Purpose of Your Role
As a High Net Worth Representative, you will be focused on enhancing relationships with ourhigh-net-worthclients 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 technologicalsavvyand 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.Andour benefit programs are designed to help you and yourfamilystrike the right balance.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
