High Net Worth Service Associate - Greater Hartford, CT Area
Company: Fidelity Investments
Location: Hartford
Posted on: January 23, 2023
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Job Description:
Job Description:High Net Worth RepresentativeWe have an exciting
opportunity for a remote, licensed High Net Worth Service Associate
in the Greater Hartford, CT Metro area! While you will work from
home, youmustresidenearthe Greater Hartford, CT 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 DeliverEngaging 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
requestsTheExpertiseWe're Looking ForSeries 7 requiredSeries 63
preferred (paid training & support provided)2-3 years of previous
experience working in the financial services industryStrong
technologicalsavvyand comfort with learning how to use new
toolsTheSkillsYou BringYou have a broad-based knowledge and
understanding of general financial planning conceptsProven customer
service, client support and problem resolution skillsAbility to
effectively influence others and use consultative skills to enrich
the customer experienceOur 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.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.Many of our associates are continuing to
work remotely temporarily due to COVID-19. 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.
Keywords: Fidelity Investments, Hartford , High Net Worth Service Associate - Greater Hartford, CT Area, Other , Hartford, Connecticut
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