ClearwaterRecruiter Since 2001
the smart solution for Clearwater jobs

High Net Worth Service Associate - Greater Tampa, FL Area

Company: Fidelity Investments
Location: Tarpon Springs
Posted on: April 6, 2021

Job Description:

Job Description:Fidelity Investments? Racial Equity & Diversity Pledge?Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.? Abby Johnson - Chairman & CEO Fidelity Investments.High Net Worth RepresentativeWe have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Tampa, FL area! The position is remote and requires that you reside in the Greater Tampa, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.You work hard every day to help Fidelity?s customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. The Expertise--We?re Looking For* Series 7 required* Series 63 preferred (paid training & support provided)* Ability to work 100% percent remotely* Bilingual in Spanish and English is a plus* 2-3 years of previous experience working in the financial services industry* Entrepreneurial spirit: comfortable working independently, within the infrastructure of a large organization* Strong technological acumen and comfort with learning how to use new tools* Excels in paperless work environment by leveraging technologyThe Purpose--of Your RoleAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is 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 us to increase customer loyalty and drive business development opportunities.While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Skills--You Bring* You have abroad based knowledge and understanding of general financial planning concepts* Proven customer service, client support and problem resolution skills* You possess exceptional verbal and written communication skills* Ability to effectively influence others and use consultative skills to enrich the customer experience* Your robust time management and organizational skills?Our Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:* Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments* Click here for a story about how we are helping our employee?s payback their student loan debtThe Value--You Deliver* 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* Delivering efficient and responsive resolutions for various client situations, researching the issue and communicating the solution to the client* Uncovering opportunities and identifying products and services that will enhance the client?s financial success and partner with the Financial Consultants to discuss potential business opportunity leads.* Collaborating with internal business partners to research and resolve complex client requests* Conducting pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestCertifications:Series 07 - FINRA, Series 63 - FINRACompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.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 complete the application or interview process. Please email us at accommodations @fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.We welcome those with experience in jobs such as Retail Fashion Buyer, Retail Assistant, and Retail Store Manager and others in the Retail to apply.

Keywords: Fidelity Investments, Clearwater , High Net Worth Service Associate - Greater Tampa, FL Area, Hospitality & Tourism , Tarpon Springs, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Hospitality & Tourism Jobs


Retail Fragrances Sales Support Associate
Description: About: br Macy's is proudly America's Department Store. There's a reason we've been around for 160 years. Customers come to us for fashion, value and celebration. Macy's is also known for giving back (more...)
Company: Macy's
Location: Orlando
Posted on: 04/17/2021

Restaurant Delivery - Start Delivering Today
Description: Your time. Your Goals. br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, (more...)
Company: Doordash
Location: Debary
Posted on: 04/17/2021

Production Manager - 2nd shift
Description: Job Description Principal Accountabilities: Directly supervises all
Company: Tempur Sealy International
Location: Orlando
Posted on: 04/17/2021


Line Cook - Team Member
Description: Role Overview Our Heart of House Team Members are responsible for setting the pace for a great shift, every shift. They provide dependable, fast service that is absolutely Chili's. If you take pride
Company: Chilis
Location: Winter Park
Posted on: 04/17/2021

CDL B Delivery Truck Driver
Description: br br Company: US1129 FreshPoint Central Florida, Inc., Division of FreshPoint Central Florida, Inc.Zip Code:32809Minimum Level of Education:High School or EquivalentMinimum Years of Experience:1 (more...)
Company: Sysco
Location: Orlando
Posted on: 04/17/2021

Retail Merchandiser
Description: Retail Merchandiser-Driveline Retail Merchandising br br Do you want to work, but wish you had some flexibility in when you did your work We are currently hiring people like you to join our team (more...)
Company: Driveline Retail
Location: Orlando
Posted on: 04/17/2021

Delivery Driver - No Experience Needed
Description: Your time. Your Goals. br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, (more...)
Company: Doordash
Location: Clermont
Posted on: 04/17/2021

Restaurant Delivery
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Christmas
Posted on: 04/17/2021

Restaurant Team Member
Description: We Are Still Open, Growing, and Hiring Get Into the Burrito Business Last year, we promoted 11,000 Crew Members to Managers. This year, we don't plan on stopping. In 2021, we're adding 200 new restaurants (more...)
Company: Chipotle
Location: Orlando
Posted on: 04/17/2021

Delivery Driver - No Experience Needed - Start Delivering Today
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Christmas
Posted on: 04/17/2021

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Clearwater RSS job feeds