High Net Worth Service Associate - Greater Houston, TX Area

  • Fidelity Investments
  • Houston, TX

Full Time

  • No Travel Required

Job Description

Job Description:

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, you must reside near the Greater Houston 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. 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 . 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 mission to 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, you'll 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 a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've 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 we're calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.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 accommodations @fmr.com, or by calling prompt 2, option 3.