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

Fintech
Financial Services

Compensation Overview

$46k - $75kAnnually

+ Bonus + Variable Compensation

Junior, Mid

Company Historically Provides H1B Sponsorship

Folsom, CA, USA + 2 more

More locations: Sacramento, CA, USA | Roseville, CA, USA

Candidates must reside within a 90-mile radius of the approved branch sites (Sacramento, Folsom, Roseville) and may need to work onsite every other week.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Fixed Income Securities

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
Desired Qualifications
  • 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 offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. 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 quotes for major stock indices directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on the go. Additionally, they provide features like the Watch List Visualization for iPad, which helps users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

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

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Call for Speakers: TechCrunch All Stage 2025

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!

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Portfolio Adviser
Jan 9th, 2025
Aviva Investors appoints head of fixed income research

Aviva Investors has appointed Fidelity's Gita Bal (pictured) as head of fixed income research, a newly-created role for the firm.

Coinotag
Jan 3rd, 2025
BlackRock's iShares Bitcoin Trust Sees Significant Outflows Amid Speculation on Future ETF Growth

For instance, Bitwise saw $48.3 million in inflows, while Fidelity secured $36.2 million.

Databricks
Dec 31st, 2024
Databricks Raises $1.6B at $38B Valuation | Databricks

Strong valuation increase reflects adoption of lakehouse as the data and AI architecture of the future.