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Financial Services Financial Consultant

Remote High Net Worth Service Advisor

Remote / Online - Candidates ideally in
Friendswood, Galveston County, Texas, 77546, USA
Listing for: Fidelity Investments
Remote/Work from Home position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a remote High Net Worth Representative to enhance relationships with high-net-worth clients having assets of $250,000 to $1 million. The role involves engaging with clients, processing financial product requests, and providing high-quality service. Candidates must have the Series 7 certification and ideally the Series 63 as well as 2-3 years of experience in the financial services industry.

This position promotes a customer-centric approach and requires strong problem-resolution skills.
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