Vacancy expired!
Job Description:
High Net Worth RepresentativeWe have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro Atlanta area! The position is remote and requires that you reside in the Greater Atlanta, Georgia area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities 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 us 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
- Series 7 required
- Series 63 preferred (paid training & support provided)
- Ability to work 100% percent remotely
- 2-3 years of previous experience working in the financial services industry
- Strong technological acumen and comfort with learning how to use new tools
- 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
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
- Click here for a story about how we are helping our employee's payback their student loan debt (opens in a new tab)