Inside Financial Professional

Fidelity Investments

Glenview, IL

Job Description:
High Net Worth RepresentativeWe have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro Chicago area! The position is remote and requires that you reside in the Greater Chicago, Illinois 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 remotely.
The Purpose of Your RoleAs 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 DeliverEngaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,Processing customer requests to include options, equities, mutual... More Detail

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