High Net Worth Service Associate - Greater Las Vegas, NV Area
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:
HendersonHigh Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Las Vegas, NV Metro area! While you will work from home, youmustresidenearthe Greater Las Vegas, Nevada 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.
ThePurposeof Your RoleAs 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.
TheValueYou 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 TheExpertiseWe'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 TheSkillsYou 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 YouFidelity'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.
Andourbenefit programsare designed to help you and yourfamilystrike the right balance.
Certifications:
Series 07 - FINRA, Series 63 - FINRACompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Is this your next job Read the full description below to find out, and do not hesitate to make an application.
Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.
And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling Dynamic Working.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.
com.
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 Accommodation Team by sending an email to accommodations @fmr.
com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
PDN-9aa189e9-c270-48f2-a09a-39fd87a59432 Recommended Skills Business Development Customer Experience Customer Service Finance Financial Planning Portfolio Management Estimated Salary: $20 to $28 per hour based on qualifications.
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