High Net Worth Service Associate - Greater San Jose, CA Area
Company: Fidelity Investments
Location: Stanford
Posted on: July 2, 2025
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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: San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North
San Jose, Palo Alto High Net Worth Representative We have an
exciting opportunity for a remote, licensed High Net Worth Service
Associate in the Greater San Jose, CA Metro area! While you will
work from home, you must reside near the Greater San Jose, CA 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. The base salary range for
this position is $46,000 - $75,000 per year. Placement in the range
will vary based on job responsibilities and scope, geographic
location, candidate’s relevant experience, and other factors. Base
salary is only part of the total compensation package. Depending on
the position and eligibility requirements, the offer package may
also include bonus or other variable compensation. We offer a wide
range of benefits to meet your evolving needs and help you live
your best life at work and at home. These benefits include
comprehensive health care coverage and emotional well-being
support, market-leading retirement, generous paid time off and
parental leave, charitable giving employee match program, and
educational assistance including student loan repayment, tuition
reimbursement, and learning resources to develop your career. Note,
the application window closes when the position is filled or
unposted. Fidelity’s hybrid working model blends the best of both
onsite and offsite work experiences. Working onsite is important
for our business strategy and our culture. We also value the
benefits that working offsite offers associates. Most hybrid roles
require associates to work onsite every other week (all business
days, M-F) in a Fidelity office. Certifications: Series 07 - FINRA,
Series 63 - FINRA Category: Customer Service, Relationship
Management, Sales
Keywords: Fidelity Investments, Milpitas , High Net Worth Service Associate - Greater San Jose, CA Area, Customer Service & Call Center , Stanford, California