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High Net Worth Service Associate Greater San Diego, CA Area

Company: Fidelity Investments
Location: San Gabriel
Posted on: May 2, 2021

Job Description:

Job Description:We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater San Diego area! The position is fully remote and requires you reside in the Greater San Diego, California area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotelyAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.In this role, you will help us to increase customer loyalty and drive business development opportunities.The TeamWhile every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.These simple but powerful values set us apart from our competition.The Expertise You Have

  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experienceThe Skills You Bring
    • Broad based knowledge and understanding of general financial planning concepts
    • Proven customer service, client support and problem resolution skills
    • Strong verbal and written communication skills
    • Ability to effectively influence others
    • Robust time management and organizational skillsThe Value You Deliver
      • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
      • Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client
      • Uncover opportunities and identify products and services that will enhance the clients financial success and partner with the Financial Consultant to further discuss with the client
      • Collaborate with internal business partners to research and resolve complex client requests
      • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestCertifications:Series 07 - FINRA, Series 63 - FINRA


        Company Overview
        At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at .


        Fidelity Investments is an equal opportunity employer.
        We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to, or by calling 800-835-5099, prompt 2, option 2.

        We welcome those with experience in jobs such as Stock Associate, Sales Supervisor, and Associate Manager and others in the Retail to apply.

Keywords: Fidelity Investments, San Gabriel , High Net Worth Service Associate Greater San Diego, CA Area, Other , San Gabriel, California

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