High Net Worth Service Associate - Greater Sacramento, CA Area - job 2 of 2
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:
Sacramento, Folsom, Roseville
High Net Worth Representative
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Sacramento, CA Metro area! While you will work from home, you must reside near the Greater Sacramento, CA 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.
The base salary range for this position is $46,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer Service, Relationship Management, SalesWe welcome those with experience in jobs such as Billing and Posting Clerk, Staff Accountant, and Field Client Relationship Manager and others in the Accounting and Finance to apply.
Average salary estimate
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At Fidelity, we are thrilled to announce an incredible opportunity for a High Net Worth Service Associate in the Greater Sacramento, CA area! While this position allows for remote work, we do require that you reside within a 90-mile radius of our approved branch sites in Sacramento, Folsom, or Roseville. As a High Net Worth Service Associate, you'll engage with our esteemed clients who have complex investment needs, typically with assets ranging from $250,000 to $1 million. Imagine being the go-to person, handling inbound calls and inquiries, and offering your expertise in equities, options, and mutual funds! Your role will not only involve providing top-notch customer service but also driving business development opportunities to enhance loyalty and satisfaction within our high-net-worth clientele. We pride ourselves on fostering a supportive and inclusive company culture, so even though you’ll be working from home, you’ll have opportunities for in-person collaboration with your peers. To be successful in this role, you will need a Series 7 license, with the Series 63 license being a plus. 2-3 years of experience in the financial services industry and strong technological acumen will set you apart. Here at Fidelity, we value our associates and offer a competitive salary ranging from $46,000 to $75,000, along with a comprehensive benefits package! If you’re ready to take the next step in your career and help our clients achieve their financial dreams, we can’t wait to meet you!
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