Wealth Management Team - Service Specialist - Greater San Francisco, CA Area

Fidelity Investments, Los Angeles California, US

Work at Fidelity Investments

Job Description:Wealth Management Team-Service SpecialistWe have an exciting opportunity for a remote, licensed Wealth ManagementTeamService Specialist in the Greater San Francisco, CA Metro area! While you will work from home, you must reside near the Greater San Francisco, California 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 our virtual training and support. You'll have full access to work from home capability to support our clients remotely.TheWealth Management team providescustomized,comprehensivefinancial planning solutions,ongoing investment management andthe highest level of serviceto Fidelity'sHigh Net Worthclients. As a key player on the team, you will support an advisory practicetodeliverexceptionalservice and relationship experience through responsiveness, proactivity, and outstanding service execution.The Purpose of Your RoleYouwill provideexceptional support to a bookofclients through frequent communication and collaborationwith the advisory team and key business partners.By building strong relationshipsandapplyingeffective practice management techniques, you willdeliver complex wealth managementservicetoyour clients.The Value You DeliverThrough calls,chatand emailsyou will support the advisory team and their book of clients, taking responsibilityfor complex case management and proactive client outreachDelivering customized service to clients seeking a personalized,high-touch relationshipYou deliver the best clientexperience in the financial services industry byefficiently and accuratelyresolving issues and taking ownership to solve complex situationsThe Skills You BringExtensive experience working with Account Management, Money Movement and Transfers of Assets requestsStrongcommunication andorganizationalskillsto prioritize decisions in a fast-moving environmentCreative problem resolution skills with an ability to balance risk and the clientexperienceCapability totake ownership of complex situations that result in positive outcomes for clientsExperience in a team environment that fosters culture of peer-to-peer coaching,collaboration,and recognitionThe Expertise You HaveSeries 7 requiredSeries 63 or ability to obtain upon hire3-5years of previous financial services experienceOur Investments in YouFidelity'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 ourbenefit programsare designed to help you and your family strike the right balance.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany OverviewFidelity Investments is a privately held company with a missionto strengthen the financial well-being of our clients.We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with aGlassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."We invite you toFind Your Fidelityatfidelitycareers.com.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email toaccommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.PDN-972c928b-ebfd-4ba7-befc-928703e7831f