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Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.. We assist companies and non-profit organizations in delivering benefits to their employees.. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).. Fidelity Investments is an equal opportunity employer.

service associate

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: Austin Downtown, Austin Domain High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Austin area! While you will work from home, youmust reside near the Greater Austin area a s occasional 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. Youll have full access to work from home capability to support our clients remotely. ThePurposeof 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. TheValueYou Deliver <ul><li>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, </li><li>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests </li></ul>TheExpertiseWere Looking For <ul><li>Series 7 required </li><li>Series 63 preferred (paid training&support provided) </li><li>2-3 years of previous experience working in the financial services industry </li><li>Strong technological savvy and comfort with learning how to use new tools </li></ul>TheSkillsYou Bring <ul><li>You have a broad-based knowledge and understanding of general financial planning concepts </li><li>Proven customer service, client support and problem resolution skills </li><li>Ability to effectively influence others and use consultative skills to enrich the customer experience </li></ul>Our Investments in You Fidelitys 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 . A nd our benefit programs are designed to help you and your family strike the right balance. [Only include for RC 8 locations] 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 missionto 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, youll 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 aGlassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined. At Fidelity, 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 were callingDynamic Working. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you toFind Your Fidelityatfidelitycareers.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 Accommodation Team by sending an email to...@fmr.com, or by calling 800-###-####, prompt 2, option 3. By submitting your interest in this job, you agree to receive text notifications with additional steps to complete your job application. You will receive up to 6 messages from the number "63879". Message & data rates may apply. Please refer to our privacy policy for more information.

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