Wealth Management Associate
Company: Fidelity Investments
Location: Springfield
Posted on: May 9, 2022
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Job Description:
Job Description: High Net Worth Representative 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. COVID work policy Safety is our top priority. Once we can
be together in person with fewer safety measures, this role will
move to our dynamic working approach. You'll be spending some of
your time onsite. Regular participation at our on-location sites is
an important part of our culture. Please be mindful of commute
distance when considering applying. Learn More: Dynamic Working
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 -
FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At 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 3. We
welcome those with experience in jobs such as General Store
Manager, Merchandise Handler, and Sales Supervisor and others in
the Retail to apply.
Keywords: Fidelity Investments, Springfield , Wealth Management Associate, Executive , Springfield, Ohio
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