Fidelity Investments-posted 10 months ago
$46,000 - $75,000/Yr
Full-time • Entry Level
Bellevue, WA

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. The Team embodies core values that have been instrumental in building our proud past, including putting the customer first, respect, integrity, honesty, innovation and improvement, as well as competitiveness. These values set us apart from our competition.

  • Engage with customers via inbound calls, responding to their inquiries which may include providing product and service level guidance.
  • Process transactions including options, equities, mutual funds, and fixed income trades and other specialized monetary requests.
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience
  • 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
  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment and tuition reimbursement
  • Learning resources to develop your career
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