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High Net Worth Service Associate - Greater Portland, Area
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- 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.
- 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.
- Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview 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.
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