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:
Charlotte, Huntersville, Ballantyne
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte 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.
...great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing... ...to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even...
...Are you ready to take the next step in your career as a PPC Specialist? We are looking for an experienced and proactive Senior PPC... ...Join Us? Company pension scheme Flexible working hours and remote work opportunities Free parking Training, development, and...
...liquids, and gases using high-intensity, low-frequency acoustic energy. Job Scope: Lead a team responsible for acquiring and managing the physical resources and services needed to support a growing manufacturing business. Responsibilities include sourcing equipment...
...Job Title | UI/UX Game Designer (Mid-level OR Senior) Company Description Curious Media... ..., and mock-ups Developing concepts, graphics and layouts Problem-solve usability... ...time, we are not considering remote or freelance opportunities. All job offers will be contingent...
...Summary of Responsibilities: The Graphic Designer's purpose is to help Highlands College maintain and improve its excellent visual branding... ...with a portfolio of work, preferably in a creative team, freelance, or agency environment Experience designing for clients...