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<h3>Job Description:</h3>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: Sacramento, Folsom, Roseville<h3>High Net Worth Representative</h3>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Sacramento, CA Metro area! While you will work from home, you must reside near the Greater Sacramento, 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. <h3>The Purpose of Your Role </h3>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. <h3>The Value You Deliver </h3><ul><li>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, </li><li>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests </li></ul><h3>The Expertise We’re Looking For</h3><ul><li>Series 7 required</li><li>Series 63 preferred (paid training &amp; support provided) </li><li>2-3 years of previous experience working in the financial services industry </li><li>Strong technological savvy and comfort with learning how to use new tools </li></ul><h3>The Skills You Bring </h3><ul><li>You have a broad-based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Ability to effectively influence others and use consultative skills to enrich the customer experience </li></ul><h3>Our Investments in You </h3>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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

Fidelity Investments

High Net Worth Service Associate - Greater Sacramento, CA Area

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen Culture - Insperity.We have received numerous workplace awards, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News &amp; World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized as a certified Great Place to Work®, and for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. To learn more about sales careers with Insperity, Sales - Insperity.Why Insperity?Work-Life Balance:&nbsp;We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, world-class onsite training at corporate headquarters, mentorship opportunities and education reimbursement.Well-Being:&nbsp;Our total rewards package includes 19 days paid time off, 9 paid holidays, top-tier medical, dental and vision benefits, health &amp; wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.Competitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips.Outside Sales Consultant (Business Performance Advisor)We’re in search of salespeople who know that making a sale is about being an advisor – helping the client find the right solution for their unique human resource needs. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.You’ll get:•&nbsp; &nbsp;&nbsp;The resources needed to be successful, including training at corporate headquarters, face-to-face leadership and small-team mentorship/collaboration.•&nbsp; &nbsp;&nbsp;Marketing support, and a team to help nurture your network through company-sponsored events.•&nbsp; &nbsp;&nbsp;The stability of a recession-proof industry, and the excitement of a growing company!You are:•&nbsp; &nbsp;&nbsp;Consultative – You’d rather build relationships and recommend the best solution based on needs and challenges.•&nbsp; &nbsp;&nbsp;Motivated by a big payoff – We’re talking long-term residual income.•&nbsp; &nbsp;&nbsp;Business savvy – Maybe you’ve had your own business or have the spirit of an entrepreneur. Either way, you know the heart of a business owner.•&nbsp; &nbsp;&nbsp;Good with people – You’re able to take on an advisory role with the C-suite in a professional manner.•&nbsp; &nbsp;&nbsp;Connected – You’re growing a network of business executives who can help expand your sales pipeline.What you’ll do:•&nbsp; &nbsp;&nbsp;Identify small and midsized businesses to offer Insperity’s human resource services and technology.•&nbsp; &nbsp;&nbsp;Call on business owners virtually and in person to explain how Insperity’s HR solutions can help solve their challenges.•&nbsp; &nbsp;&nbsp;Engage your network and build lasting partnerships.At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.As required by the California, Insperity provides a reasonable range of minimum compensation for roles that may be hired in California. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. For the state of California only, the range of starting pay for this role is between $82,500 - $82,500.

2 Project Management / Professional Services Jobs in Sacramento, CA, USA