Remote High Net Worth Service Associate - (External Referral REQ)

Job 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 the Regional Center Satellite - High Net Worth Service Associate positions. 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.

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, you must reside near the Greater Cleveland, OH 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 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 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.  

Certifications:

Category:

Fidelity’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.