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 - $75k/yr
Junior, Mid
Company Historically Provides H1B Sponsorship
Palo Alto, CA, USA + 5 more
More locations: Monterey, CA, USA | San Jose, CA, USA | Los Gatos, CA, USA | Sunnyvale, CA, USA | Mountain View, CA, USA
Candidates must reside within a 90-mile radius of the Greater San Jose area and are expected to participate in occasional in-person meetings.
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- 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
- 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
Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their products include mobile apps and market monitoring tools that deliver real-time market quotes and trading capabilities. A key feature is the Fidelity Market Monitor, which offers daily quotes for major stock indices on various devices, including Google Glass and Windows Phone. Fidelity differentiates itself by focusing on user-friendly technology and aims to empower users with the information they need to make informed financial decisions.
Company Size
10,001+
Company Stage
Debt Financing
Total Funding
$125.2B
Headquarters
Boston, Massachusetts
Founded
1946
Simplify's Take
What believers are saying
- Fee-free Crypto IRAs could significantly increase Fidelity's customer base and assets.
- Municipal bond ETFs enhance Fidelity's product offerings, attracting more conservative investors.
- Collaboration with Utah Valley University strengthens community relations and brand loyalty.
What critics are saying
- Increased competition in crypto investments may dilute Fidelity's market share.
- Rapid evolution of AI and fintech may outpace Fidelity's current offerings.
- Growing popularity of municipal bond ETFs could pressure fees, impacting profitability.
What makes Fidelity Investments unique
- Fidelity's fee-free Crypto IRAs attract younger, tech-savvy investors to their platform.
- Municipal bond ETFs appeal to risk-averse investors seeking stable returns during market downturns.
- Fidelity's strategic interest in fintech innovations enhances digital services and financial integration.
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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
/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,...
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).
Utah Valley University (UVU) is teaming up with Fidelity to help Utahns race toward a brighter financial future - literally.
Fidelity Investments has introduced a new investment product in the United States: Crypto IRAs (Individual Retirement Accounts).
Plaid, a leader in the %Plaid sector of the %Fintech industry, has successfully raised $575 million in a funding round led by notable investors including Fidelity, BlackRock (NYSE: $BLK), Franklin Templeton, and NEA.