Financial Consultant
Company: Fidelity Investments
Location: Garden Grove
Posted on: June 23, 2022
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Job Description:
Job Description:High Net Worth RepresentativeWe have an exciting
opportunity for a remote, licensed High Net Worth Service Associate
in the Greater Sacramento, CA Metro area! While you will work from
home, you must reside near the Greater Sacramento, CA 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 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 to increase customer loyalty and drive
business development opportunities.The Value You Deliver
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 Best Place to Work in
2022. 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.
Many of our associates are continuing to work remotely temporarily
due to COVID-19. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling "Dynamic Working."
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 3.
We welcome those with experience in jobs such as Stock Associate,
Cashier, and Associate Manager and others in the Retail to
apply.
Keywords: Fidelity Investments, Garden Grove , Financial Consultant, Accounting, Auditing , Garden Grove, California
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