High Net Worth Service Associate - Greater San Jose, CA Area
Company: Fidelity Investments
Location: Bell Gardens
Posted on: May 14, 2022
|
|
|
Job Description:
Job Description:High Net Worth Representative -We have an
exciting opportunity for a remote, licensed High Net Worth Service
Associate in the Greater San Jose, CA Metro area! While you will
work from home, you -must -reside -near -the Greater San Jose, 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 -
Company OverviewFidelity Investments is a privately held company
with a mission to strengthen the financial well-being of our
clients. We help people invest and plan for their future. We assist
companies and non-profit organizations in delivering benefits to
their employees. And we provide institutions and independent
advisors with investment and technology solutions to help invest
their own clients' money.
Join UsAt Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a , we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.As a result of COVID-19, many of our associates are
continuing to work remotely. When Fidelity employees eventually
return to the office, our goal is for most people to work flexibly
in a way that balances both personal and business needs with time
onsite and offsite through what we're calling "."We invite you to
Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to -, or by calling 800-835-5099, prompt 2, option 2. We
welcome those with experience in jobs such as Stock Associate, Key
Holder, and Regional Manager and others in the Retail to
apply.
Keywords: Fidelity Investments, Bell Gardens , High Net Worth Service Associate - Greater San Jose, CA Area, Other , Bell Gardens, California
|
Click
here to apply!
|
