Financial Services Representative - Tigard, OR

Fidelity Investments; Portland (OR); Hybrid; USD 40,000 - 50,000; Full time

Job summary

Join a leading financial services company as a Financial Services Representative in Portland, OR. This role offers comprehensive training, support for obtaining licenses, and a clear career development path in a hybrid work environment. If you are enthusiastic about helping people and eager to grow in the financial sector, this is the opportunity for you.

Benefits

Paid Training for Licenses

Tuition Reimbursement

401(k) with 7% Match

Health Insurance

Paid Time Off

Qualifications

• High energy and enthusiasm for helping others.
• Flexibility and self-motivation.
• Experience in customer service preferred.

Responsibilities

• Support customers over the phone with account questions and trades.
• Prepare to work in the Investor Center after training.
• Obtain necessary licenses with full support from Fidelity.

Skills

Customer Service

Interpersonal Skills

Attention to Detail

Multitasking

Collaboration

Job description

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Financial Services Representative

Job Description

Have a passion for helping people? Join our team of Financial Services Representatives, where you’ll have dedicated time to focus on growth and career development. You will support our customers by taking inbound calls, and prepare for a future as the face of Fidelity in our Investor Centers. We offer paid training to help you obtain your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and recognition of your achievements. During onboarding, you’ll support customers over the phone with account questions, withdrawals, fund transfers, resource identification, and trades, working from home and one day per week in the Investor Center. After onboarding, you will work in the Investor Center daily.

What to Expect

• 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, and review classes. Successful completion of exams is required.
• Build Skills: Spend four days a week supporting customers remotely and one day in an Investor Center to develop and hone your skills. You will have dedicated time for skill development, networking, and online classes. Transition to full-time on-site work upon completion of training.
• Discover Success: Gain confidence and proficiency in serving customers, join the wealth management development track, and build advanced skills for your career in planning.

Advantages of Our Career Development

• Support: Comprehensive training to develop customer service and licensing skills, no finance background required.
• Celebration: Achievements are recognized and celebrated, with opportunities for promotion.
• Growth: Support and coaching to plan your future at Fidelity, with a clear career path.
• Variety: Focus on development activities and work supporting customer needs, preparing for a role in the Investor Center.

Ideal Candidate

• High energy, enthusiasm, and a passion for helping others.
• Flexibility and self-motivation.
• Experience in customer service, with ability to thrive face-to-face in a fast-paced environment.

Skills Needed

• Eager to learn and build a career in financial services.
• Ability to deliver excellent customer experience.
• Strong interpersonal skills, attention to detail, multitasking ability.
• Coachability, collaboration, curiosity.

Benefits

Includes Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(k) with 7% match, Health Insurance, Dental, Vision, Disability, Paid Time Off, Commuter Benefits, Backup Dependent Care, Charitable Match, Concierge Services, Wellness, and Fitness Reimbursement. Support to obtain SIE, Series 7, and Series 66 certifications.

Additional Information

Hybrid work model blending onsite and remote work, with onsite presence every other week. Role level: Entry level. Employment type: Full-time. Job function: Finance and Sales.