High Net Worth Service Associate - Greater San Francisco, CA Area
Company: Fidelity Investments
Location: South Gate
Posted on: August 5, 2022
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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 Francisco, CA Metro area! While you
will work from home, you must reside near the Greater San
Francisco, CA area a s 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 Overview Fidelity 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 Us At 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 Glassdoor Employees Choice Award ,
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.Many of our associates are
continuing to work remotely temporarily due to COVID-19. 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 " Dynamic Working ."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 , prompt 2, option 3. We welcome those
with experience in jobs such as Retail Sales Associate, Retail
Assistant, and Regional Manager and others in the Retail to
apply.
Keywords: Fidelity Investments, South Gate , High Net Worth Service Associate - Greater San Francisco, CA Area, Other , South Gate, California
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