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Wealth Management Team - Service Specialist - Greater Tri-State Area

Company: Fidelity Investments
Location: New York
Posted on: September 19, 2023

Job Description:

Job Description:Wealth Management Team\u00A0 \u00A0Service Specialist\u00A0To 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: Chappaqua, NY, Lake Grove, NY, New York, NY, Plainview, NY, Roslyn, NY, Scarsdale, NY, Garden City, NY, Greenwich, CT, Stamford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Wealth Management\u00A0Team\u00A0Service Specialist in the Greater Tri-State Metro area! While you will work from home, you must reside near the Greater Tri-State 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 our virtual training and support. You ll have full access to work from home capability to support our clients remotely.\u00A0
The\u00A0Wealth Management team provides\u00A0customized,\u00A0comprehensive\u00A0financial planning solutions,\u00A0ongoing investment management and\u00A0the highest level of service\u00A0to Fidelity s\u00A0High Net Worth\u00A0clients.\u00A0 As a key player on the team, you will support an advisory practice\u00A0to\u00A0deliver\u00A0exceptional\u00A0service and relationship experience through responsiveness, proactivity, and outstanding service execution.\u00A0
The Purpose of Your Role\u00A0You\u00A0will provide\u00A0exceptional support to a book\u00A0of\u00A0clients through frequent communication and collaboration\u00A0with the advisory team and key business partners.\u00A0\u00A0By building strong relationships\u00A0and\u00A0applying\u00A0effective practice management techniques, you will\u00A0deliver complex wealth management\u00A0service\u00A0to\u00A0your clients.\u00A0
The Value You Deliver\u00A0

  • Through calls,\u00A0chat\u00A0and emails\u00A0you will support the advisory team and their book of clients, taking responsibility\u00A0for complex case management and proactive client outreach\u00A0
  • Delivering customized service to clients seeking a personalized,\u00A0high-touch relationship\u00A0
  • You deliver the best client\u00A0experience in the financial services industry by\u00A0efficiently and accurately\u00A0resolving issues and taking ownership to solve complex situations\u00A0
    The Skills You Bring\u00A0
    • Extensive experience working with Account Management, Money Movement and Transfers of Assets requests\u00A0
    • Strong\u00A0communication and\u00A0organizational\u00A0skills\u00A0to prioritize decisions in a fast-moving environment\u00A0\u00A0
    • Creative problem resolution skills with an ability to balance risk and the client\u00A0experience\u00A0
    • Capability to\u00A0take ownership of complex situations that result in positive outcomes for clients\u00A0
      • Experience in a team environment that fosters culture of peer-to-peer coaching,\u00A0collaboration,\u00A0and recognition\u00A0
        The Expertise You Have\u00A0
        • Series 7 required\u00A0
        • Series 63 or ability to obtain upon hire\u00A0
        • 3-5\u00A0years of previous financial services experience\u00A0
          Our Investments in You\u00A0Fidelity 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\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0\u00A0Please see below for the salary range for work locations in Colorado only:N/A

          Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:$47,500 - $66,250 per year

          This position is eligible for incentive compensation or an annual bonus opportunity.

          Please see below for the salary range for work locations in California only:N/A

          Please see below for the salary range for work locations in Washington only:N/A

          Certifications:Series 07 - FINRA, Series 63 - FINRACompany OverviewFidelity 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 UsAt 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--, we have been recognized by our employees as a Best Place to Work in 2023. 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.At Fidelity, 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 \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.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 Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Keywords: Fidelity Investments, New York , Wealth Management Team - Service Specialist - Greater Tri-State Area, Executive , New York, New York

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