High Net Worth Service Associate - Greater Tri- State Area
Company: Fidelity Investments
Location: Garden City
Posted on: July 2, 2025
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Job Description:
Job Description: To 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: New York City, Roslyn, Plainview, Garden City, Lake Grove,
Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
High Net Worth Representative We have an exciting opportunity for a
remote, licensed High Net Worth Service Associate in the Greater
Tri- State 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 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 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 The Expertise We’re Looking For
Series 7 required Series 63 preferred (paid training & support
provided) 2-3 years of previous experience working in the financial
services industry Strong technological savvy and comfort with
learning how to use new tools The Skills You Bring You have a
broad-based knowledge and understanding of general financial
planning concepts Proven customer service, client support and
problem resolution skills Ability to effectively influence others
and use consultative skills to enrich the customer experience Our
Investments in You Fidelity’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 benefit
programs are designed to help you and your family strike the right
balance. Learn More: Dynamic Working The base salary range for this
position is $46,000 - $75,000 per year. Placement in the range will
vary based on job responsibilities and scope, geographic location,
candidate’s relevant experience, and other factors. Base salary is
only part of the total compensation package. Depending on the
position and eligibility requirements, the offer package may also
include bonus or other variable compensation. We offer a wide range
of benefits to meet your evolving needs and help you live your best
life at work and at home. These benefits include comprehensive
health care coverage and emotional well-being support,
market-leading retirement, generous paid time off and parental
leave, charitable giving employee match program, and educational
assistance including student loan repayment, tuition reimbursement,
and learning resources to develop your career. Note, the
application window closes when the position is filled or unposted.
Fidelity’s hybrid working model blends the best of both onsite and
offsite work experiences. Working onsite is important for our
business strategy and our culture. We also value the benefits that
working offsite offers associates. Most hybrid roles require
associates to work onsite every other week (all business days, M-F)
in a Fidelity office. Certifications: Series 07 - FINRA, Series 63
- FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer
Service, Relationship Management, Sales
Keywords: Fidelity Investments, New York , High Net Worth Service Associate - Greater Tri- State Area, Sales , Garden City, New York
