Full-Time

High Net Worth Service Associate

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Compensation Overview

$46k - $75k/yr

+ Bonus + Variable Compensation

Mid

Company Historically Provides H1B Sponsorship

Mill Valley, CA, USA + 5 more

More locations: Burlingame, CA, USA | San Francisco, CA, USA | Walnut Creek, CA, USA | Berkeley, CA, USA | Dublin, CA, USA

Candidates must reside within a 90-mile radius of the approved branch sites.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Customer Service
Fixed Income Securities
Requirements
  • 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
Responsibilities
  • 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

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the stock market. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 offers news and trading tools on the go. Unlike many competitors, Fidelity focuses on integrating innovative features and user-friendly interfaces, such as heatmaps for tracking stock price changes and visualizations for monitoring open limit orders. The goal of Fidelity Investments is to empower users with the information and tools they need to make informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$125.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of wearable tech enhances Fidelity's Market Monitor user experience.
  • Growing popularity of municipal bond ETFs aligns with investor demand for stable options.
  • Fee-free Crypto IRAs tap into rising interest in cryptocurrency retirement investments.

What critics are saying

  • Fee-free Crypto IRAs may face increased regulatory scrutiny and compliance challenges.
  • Fintech investments expose Fidelity to risks from rapid sector changes and market volatility.
  • Municipal bond ETFs launch amid bond market downturns, affecting product performance.

What makes Fidelity Investments unique

  • Fidelity Labs powers innovative products like Market Monitor for Google Glass.
  • Fidelity offers unique financial tools like fee-free Crypto IRAs.
  • Fidelity collaborates with institutions for community-based financial literacy events.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

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/PRNewswire/ -- Nuro, Inc., a leader in autonomous driving technology, today announced it has raised $106 million so far in its ongoing Series E funding round,...

InvestmentNews
Apr 7th, 2025
Muni bonds draw investors amid market downturn

Fidelity Investments launched two new municipal bond ETFs on Monday, while last week saw T Rowe Price debut three new municipal bond strategies as separately managed accounts (SMAs).