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High Net Worth Service Associate- Regional Center - Greater Atlanta, GA

Company: Fidelity Investments
Location: American Fork
Posted on: November 22, 2021

Job Description:

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.ThePurposeof Your RoleAs 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.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 requestsTheExpertiseWere Looking ForSeries 7 requiredSeries 63 preferred (paid training & support provided)Ability to work 100% percent remotely2-3 years of previous experience working in the financial services industryStrong technological acumen and 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 YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: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 ouremployees payback their student loan debt(opens in a new tab)Certifications:Series 07 - FINRACompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at

Keywords: Fidelity Investments, Salt Lake City , High Net Worth Service Associate- Regional Center - Greater Atlanta, GA, Other , American Fork, Utah

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