Licensed Remote High Net Worth Service Associate
Remote / Online - Candidates ideally in
Towson, Baltimore City, Maryland, 21286, USA
Listed on 2026-06-24
Towson, Baltimore City, Maryland, 21286, USA
Listing for:
Fidelity Investments
Remote/Work from Home
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
Fidelity Investments is seeking a remote High Net Worth Representative located within the Greater Tri-State area. In this role, you will work to enhance relationships with high-net-worth clients, helping them navigate complex financial needs.
You will engage with clients via calls, processing their financial requests and providing service guidance. A requirement for this position includes having a Series 7 certification and at least 2-3 years in the financial services industry. The position offers competitive benefits and support for personal and family well-being.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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