High Net Worth Service Associate - Greater San Jose, CA Area

Company: Fidelity Investments
Location: Mountain View
Posted on: July 2, 2025

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, Mountain View , High Net Worth Service Associate - Greater San Jose, CA Area, Customer Service & Call Center , Mountain View, California