Full-Time
High Net Worth Service Associate
Confirmed live in the last 24 hours
Fidelity Investments
10,001+ employees
Investment management and financial services provider
Compensation Overview
$46k - $75kAnnually
Junior, 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.
You match the following Fidelity Investments's candidate preferences
Employers are more likely to interview you if you match these preferences:
- 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
- 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
- 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
Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes, news, and trading capabilities. Unique features like Watch List Visualization for iPad and Open Limit Order Visualization enhance user experience by providing insights into stock performance and order status. The goal of Fidelity is to empower users with the necessary information and tools for informed investment decisions.
Company Size
10,001+
Company Stage
Debt Financing
Total Funding
$120.3B
Headquarters
Boston, Massachusetts
Founded
1946
Simplify's Take
What believers are saying
- Growing interest in wearable tech expands Fidelity's Market Monitor device compatibility.
- AI and data architecture advancements enable Fidelity to offer sophisticated financial insights.
- Fidelity's focus on talent acquisition strengthens its innovation and service offerings.
What critics are saying
- Involvement in TechCrunch All Stage 2025 poses reputational risks if expectations aren't met.
- Departure of Gita Bal may temporarily affect Fidelity's fixed income research capabilities.
- Volatility in cryptocurrency markets presents risks for Fidelity's Bitcoin Trust investments.
What makes Fidelity Investments unique
- Fidelity Labs drives innovation with cutting-edge financial technology solutions.
- Fidelity's Market Monitor offers unique integration with wearable tech like Google Glass.
- Fidelity's data analytics capabilities are enhanced by adopting AI architectures like Databricks' lakehouse.
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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
Got scaling insights' Now's your chance to share them with 1,200 founders, investors, and entrepreneurs at TechCrunch All Stage 2025 presented by Fidelity, on July 17 in Boston!
/PRNewswire/ -- Saluda Medical, Inc., a commercial-stage medical device company focused on developing treatments for chronic neurological conditions using a...
Aviva Investors has appointed Fidelity's Gita Bal (pictured) as head of fixed income research, a newly-created role for the firm.
For instance, Bitwise saw $48.3 million in inflows, while Fidelity secured $36.2 million.
Strong valuation increase reflects adoption of lakehouse as the data and AI architecture of the future.