High Net Worth Service Associate - Greater Indianapolis, IN Area
Fidelity Investments
Indianapolis, IN
3 days ago
Job Description
Join Fidelity Investments as a High Net Worth Service Associate and enhance relationships with high net worth clients. In this role, you'll engage with clients, respond to their inquiries, and drive business development opportunities in a fast-paced environment.
Key Responsibilities
Engage with customers via inbound calls
Respond to customer inquiries
Provide product and service level guidance
Process transactions including options, equities, mutual funds, and fixed income trades
Required Qualifications
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
Preferred Qualifications
Broad based knowledge of financial planning concepts