High Net Worth Service Associate - Greater Las Vegas, NV Area
Company: Fidelity Investments
Location: Las Vegas
Posted on: May 14, 2022
Job Description:
Job Description:High Net Worth Representative We 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, you must reside near the Greater Las Vegas, Nevada
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: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.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 2022. 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.As a result of COVID-19, many of our associates are
continuing to work remotely. When Fidelity employees eventually
return to the office, 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."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 Leave of Absence/Accommodation Team by sending an
email to accommodations @fmr.com, or by calling 800-835-5099,
prompt 2, option 2. We welcome those with experience in jobs such
as General Store Manager, Grocery Clerk, and Store Manager Trainee
and others in the Retail to apply.
Keywords: Fidelity Investments, Las Vegas , High Net Worth Service Associate - Greater Las Vegas, NV Area, Hospitality & Tourism , Las Vegas, Nevada
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