Wealth Client Support Specialist
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Sales
Fidelity invites applications for a Client Support Specialist to assist high net worth clients with assets of $250,000 to $1 million. You will handle inbound calls, provide product guidance, and process transactions across options, equities, mutual funds and fixed income, partnering with Financial Consultants to grow relationships.
This role requires Series 7 and Series 63 (or ability to obtain within 90 days), 2-3 years of financial services experience, and strong communication and
This role, Wealth Client Support Specialist at Fidelity Investments Inc., could be your next move.
This role offers the option to work remotely.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Support Specialist role in the description above.
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