High Net Worth Representative
We have a new and exciting opportunity for a Remote Licensed
High Net Worth Service Associate in the Greater Richmond area! The
position is remote and requires that you reside in the Greater
Richmond, Virginia 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
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 us to increase
customer loyalty and drive business development opportunities.
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
TheExpertiseWere Looking For
Series 7 required Series 63 preferred (paid training & support
provided) Ability to work 100% percent remotely 2-3 years of
previous experience working in the financial services industry
Strong technological acumen and comfort with learning how to use
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
Our Investments in You
We 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: Click here for a story about how we are
Series 07 - FINRA, Series 63 - FINRA
At 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 .
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 Leave of Absence/Accommodation Team by sending an
email to, or by calling 800-835-5099, prompt 2, option 2.
We welcome those with experience in jobs such as Retail
Salesperson, Sales Floor, and Store Manager Trainee and others in
the Retail to apply.