We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Phoenix Metro area! While you will work from home, you must reside near the Greater Phoenix 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.
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.
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
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
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
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
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.
...Job Description Job Description We are seeking part-time Assistant who can assist with all the administrative and patient care tasks in our dental office. Come join our team! You will be provided dental continuing education for self enrichment. Responsibilities:...
...Description Job Description St. Pauls Episcopal Church in Hanover, Virginia, seeks a part-time, contracted combined role of Organist/Music Director (Director) for one Sunday service per week, beginning immediately. Additional required services on Christmas Eve (2),...
...The Escort staff will provide compassionate care and support while transporting patients in a safe, comfortable, courteous and efficient manner by wheelchair, bed or stretcher throughout the Medical Center. Under the supervision of the Escort Supervi Transport, Patient...
...Job Description What is the opportunity? Join the Technology Training team at RBC WM-U.S. Drive overall technology engagement and... ...client group field audience and deliver customized technology-led consulting and coaching for key advisors and their teams. This position...
...Preferred Qualifications: Certified Scrum Master (CSM), SAFe Scrum Master, or equivalent Agile certifications. Familiarity with AWS services, test automation flows, and compliance-aligned delivery (e.g., FedRAMP, RMF). Background working with government clients...