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in San Antonio, TX
High Net Worth Service Associate - San Antonio, TX Area - Full-time / Part-time
Estimated Pay | $34 per hour |
---|---|
Hours | Full-time, Part-time |
Location | San Antonio, Texas |
Compare Pay
Estimated Pay$22.02
$33.89
$101.16
About this job
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:
San Antonio
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Antonio area! While you will work from home, you must reside near the Greater San Antonio 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 RoleAs 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 DeliverEngaging 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:
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Customer Service, Relationship Management, Salesblends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).