High Net Worth Representative

As a High Net Worth Representative you will be an integral part of a fast-paced team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of 250 000 to 1 million and therefore a complex service and investment need. In this role you will help us to increase customer loyalty and drive business development opportunities.While every Fidelity location has distinctive regional characteristics each 1 embodies the core values that have been instrumental in building our proud past. Putting the customer 1st respect integrity honesty innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.Primary Responsibilities ...

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