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High Net Worth Service Associate - Greater Houston, TX Area

High Net Worth Service Associate - Greater Houston, TX Area

Fidelity InvestmentsFriendswood, TX, US
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To be eligible for consideration of this role, your primary residence must be.Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy. We offer virtual interviewing and onboarding, a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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.NET Developer

.NET Developer

VirtualVocationsPasadena, Texas, United States
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NET Developer to design and scale backend systems for legal technology solutions.Key Responsibilities Build and maintain backend services for AI-powered document extraction and workflow automatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Early Career C# / C.Net / Java Developer

Early Career C# / C.Net / Java Developer

Gainwell TechnologiesTX, US
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Be part of a team that unleashes the power of leading-edge technologies to help improve the health and well-being of those most vulnerable in our country and communities. Working at Gainwell carries...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Network / System Administrator (Net / Sys Admin) I

Network / System Administrator (Net / Sys Admin) I

GDITAntonio, San, TX, USA
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The primary function will be to organize, install, and support government organization’s computer systems, including local area networks (LANs), wide area networks (WANs), network segments, intrane...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
High Net Worth Service Associate - Greater Houston, TX Area

High Net Worth Service Associate - Greater Houston, TX Area

Fidelity InvestmentsFriendswood, TX, US
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Job Description

To be eligible for consideration of this role, your primary residence must be

located within a 90 mile radius at the time of application from the approved branch sites listed below :

Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy

Champion Forest

High Net Worth Representative

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Detroit Houston area! While you will work from home, youmustresidenearthe Greater Houston 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.

The Purpose of Your Role

As 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.

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 technologicalsavvyand 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.Andour benefit programs are designed to help you and yourfamilystrike the right balance.

Only includeforRC8locations]

Learn More : Certifications :

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA