Financial Services Representative - Tigard, OR

Fidelity Investments Inc.; Portland (OR); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Join Fidelity Investments as a Financial Services Representative in Portland. You will provide exceptional customer service, obtain important financial licenses with comprehensive training, and enjoy career development opportunities. Thrive in a supportive hybrid work environment while helping clients manage their investments effectively.

Benefits

Maternal and Parental Leave

Tuition Reimbursement

401(k) with 7% match

Health, Dental, Vision Insurance

Disability Insurance

Paid Time Off

Wellness Programs

Qualifications

• High energy and enthusiasm for helping people.
• Flexibility and self-motivation.
• Customer service experience in a fast-paced environment.

Responsibilities

• Support customers by handling inbound calls about accounts and services.
• Obtain licensing through paid training and study time.
• Transition to full-time work in the Investor Center after onboarding.

Skills

Interpersonal skills

Attention to detail

Multitasking

Customer service experience

Job description

Job Description:

Financial Services Representative

Have a passion for helping people? Join our team as a Financial Services Representative, where you’ll have dedicated time for growth and career development. Support our customers by handling inbound calls, while preparing for a future as the face of Fidelity in our Investor Centers. Benefit from paid training to obtain your Series 7 & 66 licenses, personalized support, and celebration of your achievements, all while building valuable skills and experiences.

During onboarding, you’ll support Fidelity’s customers over the phone—answering questions about account balances, withdrawals, transfers, resources, and trades—working from home with one day per week in the Investor Center. After onboarding, you will work in the Investor Center daily.

What to expect…

In your first year, your onboarding leader will support you through our industry-leading training program, with a mix of work-from-home and in-center support.

• Obtain Licenses: Study for and obtain your SIE, Series 7 Top Off, and Series 66 licenses, fully paid and sponsored by Fidelity. Includes paid study time, coaching, study plans, and review classes. Successful completion of all exams is required.
• Build and Solidify Skills: Spend four days a week working from home and one in an Investor Center, supporting customers with increasing complexity. Develop new skills, network with colleagues, and take online classes. Transition to full-time in the Investor Center after training.
• Discover Success: Gain confidence and proficiency serving customers, joining the wealth management development track to build advanced skills for your career in planning.

Advantages of our career development experience…

• You are supported: Comprehensive training to develop customer service skills and study for licensing exams—no finance background or degree required.
• You are celebrated: Achievements are recognized and celebrated as you progress toward your first promotion.
• You are growing: Support and coaching help you plan your future at Fidelity, with personalized career paths.
• You get variety: Focus on development activities and supporting customer needs, preparing you for a daily presence in the Investor Center.

The expertise we’re looking for…

• High energy and enthusiasm for helping people
• Flexibility and self-motivation
• Customer service experience (phone or in-person) in a fast-paced environment

The Skills You Bring

• Eagerness to learn and build a career in financial services
• Ability to deliver outstanding customer experiences
• Interpersonal skills, attention to detail, multitasking ability
• Coachability, collaboration, curiosity

Our Investments in You

Benefit programs include Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(k) with 7% match, Health, Dental, Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefits, Backup Dependent Care, Charitable Match, Concierge Services, Wellness Programs, and Fitness Reimbursement.

Certifications: Paid support to obtain SIE, Series 7, and Series 66 licenses.

Certifications:

SIE, Series 7, Series 66 - FINRA

Category:

Customer Service

Fidelity’s hybrid work model combines onsite and offsite work, requiring most associates to work onsite every other week (Monday-Friday) in a Fidelity office.