Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: High Net Worth Service Associate Greater Miami, FL Area.
United States Jobs Expertini

Urgent! High Net Worth Service Associate - Greater Miami, FL Area Job Opening In Coral Gables – Now Hiring Fidelity Investments

High Net Worth Service Associate Greater Miami, FL Area



Job description

Job Description

:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

Coral Gables, Boca Raton, Ft. Lauderdale

High Net Worth Representative

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Miami Metro area! While you will work from home, you must reside near the Greater Mia area as occasional in-person participation with your peers is an important part of our culture.

We offer virtual interviewing and onboarding, as well as access to our virtual training and support.

You’ll have full access to work from home capability to support our clients remotely.

The Purpose of Your Role

As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs.

In this role, you will help to increase customer loyalty and drive business development opportunities.

The Value You Deliver

  • 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

  • The Expertise We’re Looking For

  • 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

  • The Skills You Bring

  • 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

  • Our Investments in You

    Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.

    We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

    And our benefit programs are designed to help you and your family strike the right balance.

    Learn More:

    Certifications:

    Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA


    Required Skill Profession

    Sales Representatives, Services



    Your Complete Job Search Toolkit

    ✨ Smart • Intelligent • Private • Secure

    Start Using Our Tools

    Join thousands of professionals who've advanced their careers with our platform

    Rate or Report This Job
    If you feel this job is inaccurate or spam kindly report to us using below form.
    Please Note: This is NOT a job application form.


      Unlock Your High Net Potential: Insight & Career Growth Guide


    • Real-time High Net Jobs Trends in Coral Gables, United States (Graphical Representation)

      Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for High Net in Coral Gables, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 7235 jobs in United States and 9 jobs in Coral Gables. This comprehensive analysis highlights market share and opportunities for professionals in High Net roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

    • Are You Looking for High Net Worth Service Associate Greater Miami, FL Area Job?

      Great news! is currently hiring and seeking a High Net Worth Service Associate Greater Miami, FL Area to join their team. Feel free to download the job details.

      Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    • The Work Culture

      An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Fidelity Investments adheres to the cultural norms as outlined by Expertini.

      The fundamental ethical values are:
      • 1. Independence
      • 2. Loyalty
      • 3. Impartiality
      • 4. Integrity
      • 5. Accountability
      • 6. Respect for human rights
      • 7. Obeying United States laws and regulations
    • What Is the Average Salary Range for High Net Worth Service Associate Greater Miami, FL Area Positions?

      The average salary range for a varies, but the pay scale is rated "Standard" in Coral Gables. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    • What Are the Key Qualifications for High Net Worth Service Associate Greater Miami, FL Area?

      Key qualifications for High Net Worth Service Associate Greater Miami, FL Area typically include Sales Representatives, Services and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

    • How Can I Improve My Chances of Getting Hired for High Net Worth Service Associate Greater Miami, FL Area?

      To improve your chances of getting hired for High Net Worth Service Associate Greater Miami, FL Area, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

    • Interview Tips for High Net Worth Service Associate Greater Miami, FL Area Job Success
      Fidelity Investments interview tips for High Net Worth Service Associate   Greater Miami, FL Area

      Here are some tips to help you prepare for and ace your job interview:

      Before the Interview:
      • Research: Learn about the Fidelity Investments's mission, values, products, and the specific job requirements and get further information about
      • Other Openings
      • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
      • Dress Professionally: Choose attire appropriate for the company culture.
      • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
      • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
      During the Interview:
      • Be Punctual: Arrive on time to demonstrate professionalism and respect.
      • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
      • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
      • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
      • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
      • Follow Up: Send a thank-you email to the interviewer within 24 hours.
      Additional Tips:
      • Be Yourself: Let your personality shine through while maintaining professionalism.
      • Be Honest: Don't exaggerate your skills or experience.
      • Be Positive: Focus on your strengths and accomplishments.
      • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
      • Turn Off Phone: Avoid distractions during the interview.
      Final Thought:

      To prepare for your High Net Worth Service Associate Greater Miami, FL Area interview at Fidelity Investments, research the company, understand the job requirements, and practice common interview questions.

      Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Fidelity Investments's products or services and be prepared to discuss how you can contribute to their success.

      By following these tips, you can increase your chances of making a positive impression and landing the job!

    • How to Set Up Job Alerts for High Net Worth Service Associate Greater Miami, FL Area Positions

      Setting up job alerts for High Net Worth Service Associate Greater Miami, FL Area is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!