High Net Worth Service Associate - Greater Kansas City, MO Area

Fidelity Investments • Overland Park, KS

330d

About The Position

As a High Net Worth Representative, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.

Requirements

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience

Nice To Haves

• Broad based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Strong verbal and written communication skills
• Ability to effectively influence others
• Robust time management and organizational skills

Responsibilities

• Engage with customers via inbound calls, responding to their inquiries which may include providing product and service level guidance.
• Process transactions to include options, equities, mutual funds, and fixed income trades and other specialized monetary requests.

Benefits

• Hybrid working model that blends onsite and offsite work experiences
• Diverse and inclusive workplace
• Commitment to creating and nurturing a work environment that attracts the best talent

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level