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Client Support Specialist - Greater San Jose, CA Area (REMOTE)

Fidelity InvestmentsSan Jose, CA

$44,000–80,000/yr

Posted Oct 12, 2026

What you’d do

Support high net worth clients with $250,000 to $1 million in assets, handling complex service and investment needs. Full time remote role, but you must live within 90 miles of the listed San Jose area branch sites. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

  • Series 7 required
  • Series 63 or obtain within 90 days
  • 2-3 years financial services experience
  • Reside within 90 miles of San Jose area branches
  • Client service and problem resolution skills

Our summary of the listing. The full listing has the details.

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