High Net Worth Service Associate - Greater Charlotte, NC Area
Fidelity Investments
Charlotte, NC
9 days ago
Job Description
Join Fidelity Investments as a High Net Worth Service Associate, where you'll engage with high-net-worth clients, enhancing relationships and driving business development. This remote role requires residency near Charlotte, NC, and offers the flexibility of working from home with occasional in-person collaboration.
Key Responsibilities
Engaging with customers via inbound calls
Processing customer requests including options, equities, mutual funds, and fixed income trades
Required Qualifications
Series 7 required
2-3 years of previous experience in financial services
Strong technological savvy
Preferred Qualifications
Series 63 preferred (paid training & support provided)
Benefits & Perks
Competitive total rewards packageStable base salaryFamily support programs