- Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,\u00A0
- Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests\u00A0
- Series 7 required
- Series 63 preferred (paid training & support provided)\u00A0
- 2-3 years of previous experience working in the financial services industry\u00A0
- Strong technological\u00A0savvy\u00A0and comfort with learning how to use new tools\u00A0
- You have a broad-based knowledge and understanding of general financial planning concepts
- Proven customer service, client support and problem resolution skills
- Ability to effectively influence others and use consultative skills to enrich the customer experience\u00A0
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High Net Worth Service Associate - Portland, United States - Fidelity TalentSource LLC
Description
Job Description:
High Net Worth Representative
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:
Portland, Vancouver, Beaverton, Tigard
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Portland, OR Metro area While you will work from home, you\u00A0must\u00A0reside\u00A0near\u00A0the Greater Portland, OR area\u00A0as\u00A0occasional 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.\u00A0
The\u202FPurpose\u202Fof Your Role\u00A0
As a High Net Worth Representative, you will be focused on enhancing relationships with our\u00A0high-net-worth\u00A0clients who have assets of $250,000 to $1 million,\u00A0and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.\u00A0
The\u202FValue\u202FYou Deliver\u00A0
The\u202FExpertise\u202FWe re Looking For
The\u202FSkills\u202FYou Bring\u00A0
Our Investments in You\u00A0
Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically.\u00A0We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.\u00A0And\u00A0our\u202Fbenefit programs\u202Fare designed to help you and your\u00A0family\u00A0strike the right balance.\u00A0\u00A0
Certifications:Series 07 - FINRA, Series 63 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at
.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
, or by calling , prompt 2, option 3.
