Demo

High Net Worth Service Associate - Greater Charlotte, NC Area

Fidelity Investments
Fidelity Investments Salary
Charlotte, NC Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 6/2/2025

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 :

Charlotte, Huntersville, Ballantyne

High Net Worth Representative

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte 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.

ThePurposeof 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.

TheValueYou 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

TheExpertiseWe'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

TheSkillsYou 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 ourbenefit programsare designed to help you and your family strike the right balance.

Learn More : Dynamic Working

Certifications :

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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.

We invite you to 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 participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

PDN-9dc6593b-454b-4694-8af7-aed1a0a2e2f1

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a High Net Worth Service Associate - Greater Charlotte, NC Area?

Sign up to receive alerts about other jobs on the High Net Worth Service Associate - Greater Charlotte, NC Area career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$71,328 - $90,388
Income Estimation: 
$84,380 - $111,171
Income Estimation: 
$193,533 - $278,013
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$53,245 - $70,277
Income Estimation: 
$62,807 - $74,145
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$47,114 - $59,521
Income Estimation: 
$53,245 - $70,277

Sign up to receive alerts about other jobs with skills like those required for the High Net Worth Service Associate - Greater Charlotte, NC Area.

Click the checkbox next to the jobs that you are interested in.

  • Customer Service Skill

    • Income Estimation: $52,285 - $191,119
    • Income Estimation: $65,887 - $106,888
  • Order Processing Skill

    • Income Estimation: $52,285 - $191,119
    • Income Estimation: $65,887 - $106,888
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Fidelity Investments

Fidelity Investments
Hired Organization Address Smithfield, RI Full Time
Job Description The Role Key Responsibilities Can Include Are you a self-starter and committed to delivering results? Do...
Fidelity Investments
Hired Organization Address Smithfield, RI Full Time
Job Details Job Description: Are you interested in serving the needs of millions of customers by building outstanding pr...
Fidelity Investments
Hired Organization Address Smithfield, RI Full Time
Job Details Job Description: Are you interested in serving the needs of millions of customers by building outstanding pr...
Fidelity Investments
Hired Organization Address Smithfield, RI Full Time
Job Description The Role Learn, grow and build your career as a Director on the Asset Management ("AM") Accounting Team ...

Not the job you're looking for? Here are some other High Net Worth Service Associate - Greater Charlotte, NC Area jobs in the Charlotte, NC area that may be a better fit.

United Way of Greater Charlotte - Research Associate

United Way of Greater Charlotte, Charlotte, NC

Senior Service Manager-Greater Charlotte Area

Cortland Partners, Charlotte, NC

AI Assistant is available now!

Feel free to start your new journey!