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DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne. High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Washington DC area!. 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.. Series 63 preferred (paid training & support provided). Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service, Relationship Management, Sales Similar Jobs (1) High Net Worth Service Associate - Greater Philadelphia, PA Area locations 6 Locations time type Full time posted on Posted 8 Days Ago

service associate

High Net Worth Service Associate - Greater Washington DC Area page is loaded     High Net Worth Service Associate - Greater Washington DC Area     Apply             locations  DC Work From Home  Arlington, VA  Alexandria, VA  Reston, VA  Marlton, NJ         time type  Full time        posted on  Posted 5 Days Ago        job requisition id  2089995         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:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
High Net Worth Representative   We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Washington DC area! While you will work from home, you must reside near the Greater Washington DC area as 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. 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 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.
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 technological savvy and 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. And our benefit programs are designed to help you and your family strike the right balance.
Learn More:  Dynamic Working
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service, Relationship Management, Sales       Similar Jobs (1)       High Net Worth Service Associate - Greater Philadelphia, PA Area         locations  6 Locations        time type  Full time        posted on  Posted 8 Days Ago

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