High Net Worth Client Support Specialist
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Sales, Financial Services
Fidelity Investments Inc. in Texas is seeking a Client Support Specialist to serve high net worth clients with assets from $250k to $1M.
You will handle inbound calls, provide product and service guidance, and process transactions across options, equities, mutual funds and fixed income. The role requires Series 7 and Series 63 (or ability to obtain within 90 days) and 2-3 years of financial services experience.
This role, High Net Worth Client Support Specialist at Fidelity Investments Inc., could be your next move.
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This posting is for the High Net Worth Client Support Specialist role at Fidelity Investments Inc., based in TX, United States.
We are looking to fill the High Net Worth Client Support Specialist position at Fidelity Investments Inc. in TX, United States.
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