CharlotteRecruiter Since 2001
the smart solution for Charlotte jobs

Inside Financial Services Consultant

Company: Fidelity Investments
Location: Charlotte
Posted on: April 10, 2021

Job Description:

Job Description:We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Charlotte area! The position is fully remote and requires you reside in the Greater Charlotte, North Carolina area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.--In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team-While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.--Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.--These simple but powerful values set us apart from our competition.The Expertise You Have

  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experienceThe Skills You Bring
    • Broad based knowledge and understanding of general financial planning concepts
    • Proven customer service, client support and problem resolution skills
    • Strong verbal and written communication skills
    • Ability to effectively influence others
    • Robust time management and organizational skillsThe Value You Deliver
      • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
      • Deliver efficient and responsive resolution for various client situations.--Own the management of the case, research the issue and communicate the solution to the client
      • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
      • Collaborate with internal business partners to research and resolve complex client requests
      • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestCertifications:Series 07 - FINRA, Series 63 - FINRA
        Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
        Fidelity Investments is an equal opportunity employer.
        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. We welcome those with experience in jobs such as Store Manager Trainee, Retail Store Manager, and Floor Manager and others in the Retail to apply.

Keywords: Fidelity Investments, Charlotte , Inside Financial Services Consultant, Hospitality & Tourism , Charlotte, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Hospitality & Tourism Jobs


Customer Service Representative
Description: Customer Service Representative 100 Remote Role Work from Home Position Details: Client:--Fortune 500 Professional Services
Company: Collabera
Location: Charlotte
Posted on: 04/19/2021

Service Solutions Group - Research and Resolution Team - Greater Charlotte, NC Area
Description: Job Description:We have a new and exciting opportunity for a Remote Licensed- Service Support Specialist - Research and Resolution Team in the Greater Charlotte area The position is fully remote and (more...)
Company: Fidelity Investments
Location: Charlotte
Posted on: 04/19/2021

Restaurant Team Member - Crew (3138 - City Park Tyvola)
Description: Restaurant Team Member - Crew 3138 - City Park Tyvola 21007757 br DescriptionCULTIVATING A BETTER WORLDFood served fast doesn't have to be a typical fast food experience. Chipotle has always done (more...)
Company: Chipotle
Location: Charlotte
Posted on: 04/19/2021


Seasonal Retail Associate
Description: What You Will DoAt Lowe 's, we 've always been more than just a hardware store. We 're also home to everything that makes your home feel like home. And for thousands of Lowe 's associates, we 're home (more...)
Company: Lowe's
Location: Concord
Posted on: 04/19/2021

Warehouse Workers - (Nights)
Description: br Warehouse Workers - Nights br br New Wages up to 15/hr br br Open Interviews br ul li IMMEDIATE start dates available for day and night shifts br li Starting wages from (more...)
Company: Chewy
Location: Mooresville
Posted on: 04/19/2021

Remote Customer Service Operations Specialist
Description: A technology company has an open position for a Remote Customer Service Operations Specialist. Core Responsibilities of this
Company: VirtualVocations
Location: Charlotte
Posted on: 04/19/2021

Restaurant Team Member - Crew (3125 - Charlotte Belgate Center)
Description: Restaurant Team Member - Crew 3125 - Charlotte Belgate Center 21007821 br DescriptionCULTIVATING A BETTER WORLDFood served fast doesn't have to be a typical fast food experience. Chipotle has always (more...)
Company: Chipotle
Location: Charlotte
Posted on: 04/19/2021

Customer Service Associate
Description: We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their (more...)
Company: Aarons
Location: Locust
Posted on: 04/19/2021

Retail Merchandiser - New Store/Remodel Team
Description: The Retail Merchandiser - New Store/Remodel Team member will work with a team on a local, project-based store to start. Dedicated to setting up new stores from the ground up and remodeling existing stores (more...)
Company: Driveline Retail
Location: Cheraw
Posted on: 04/19/2021

Restaurant Delivery
Description: Your time. Your Goals.Caviar is a part of DoorDash. When you sign up, you'll join the fleet of independent couriers, called Dashers. Through DoorDash, you can receive either Caviar or DoorDash delivery (more...)
Company: Caviar
Location: Troutman
Posted on: 04/19/2021

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Charlotte RSS job feeds