High Net Worth Service Associate
Fidelity Investments4.0
Jacksonville, FL
Job description
Job Description:
“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

This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services.

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 us 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)

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 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
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: Benefits at Fidelity Investments

Click here for a story about how we are helping our employee’s payback their student loan debt
COVID work policy
Safety is our top priority . Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.
Dynamic working – post pandemic
Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
Learn More: Dynamic Working
Certifications: Series 07 - FINRA, Series 63 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 2.
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Company details


Boston, MA




$100M to $500M (USD)


Banks and Financial Services

Company Description
At Fidelity Investments, you'll discover challenges that excite you as you develop professionally and explore many career paths based on your interests and abilities. We reward ambitious, talented individuals with a work environment that fosters teamwork and collaboration while encouraging innovative ideas and fresh thinking.
Company ratings
  • Overall
  • Company & Benefits
    4.0 / 5
  • Culture & Values
    3.8 / 5
  • Career Opportunities
    3.5 / 5
  • Work/Life Balance
    3.9 / 5
  • Senior Management
    3.6 / 5
Company reviews
"Great company benefits. "
Former EmployeeFinance Associate
The benefits are great here and the way they cared for employees during Covid was amazing. The only issue is job advancement. It’s nearly impossible to get off the phones unless you are a brown noser or white.

"Great Place "
Current EmployeeOperations Representative
Fidelity Investments is a very inclusive company that cares for their employees. The pay is reasonable for the job I am doing. The work may be a bit repetitive, but this is expected based on my position. Fidelity has many different types of positions available. Depending on the type of person, something that fits exist within this company.

"Good place to work if you like talking on the phone all day"
Former EmployeeCustomer Service Representative
Great culture, and people are great. However, it’s a pretty boring career. You sit down and talk on the phone for 9 hours a day helping old people reset passwords.

"Lots of challenges, but unless you are a team lead or architect, your input is not desired"
Former EmployeeSenior Developer
I worked on an extremely large cloud based project. My team consisted of 7 pretty knowledgeable people. The only people whose opinion matters are those of the team leads and the architecture group. If you aren't one of those, you would do well to keep your mouth shut, don't offer suggestions, and do what you are asked to do. You will see this across the board when you attend large technical meetings - no one will offer input except those with seniority and standing. Everywhere you go in the office, you will see posters proclaiming Collaboration, Collaboration and Collaboration - in practice, you will see what I call top down collaboration - information comes down from closed door collaborative meetings - it does not go up. Because the environment is "Inclusive", you will need to watch what you say and how you say it - your teammates are encouraged to and will turn you in if you go out of bounds. If you don't mind working head down on whatever you are asked to do and are not one to readily offer suggestions, you would be extremely happy here. If not, you will be semi-happy and have a very high chance of being laid off. If you are a contractor and wish to become full time, you will have to accept that Fidelity does not pay more than around 100k for any developer, regardless of experience. Their benefits package is very good, especially if you are younger. If you are looking for long term stability, this is a great place for those that are not overly ambitious or passionate. Good work will pay off in recognition, not pay.