High Net Worth Service Associate - Greater Portland, OR Area
Company: Fidelity investments
Location: Lake Oswego
Posted on: May 17, 2024
Job Description:
Job Description:High Net Worth RepresentativeTo 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,
TigardWe 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 must reside near the Greater
Portland, OR 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. The---Purpose---of Your
Role 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. The---Value---You Deliver
- Engaging with customers, via inbound calls, responding to their
inquiries, and providing product and service level guidance,
- Processing customer requests to include options, equities,
mutual funds and fixed income trades and other specialized monetary
requests The---Expertise---We're Looking For
- Series 7 required
- Series 63 preferred (paid training & support provided)
- 2-3 years of previous experience working in the financial
services industry
- Strong technological savvy and comfort with learning how to use
new tools The---Skills---You Bring
- 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 Our Investments in You
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.
Certifications:Series 07 - FINRA, Series 63 - FINRACompany 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-we 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
fidelitycareers.com. 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 accommodations@fmr.com.
Keywords: Fidelity investments, Beaver Creek , High Net Worth Service Associate - Greater Portland, OR Area, Other , Lake Oswego, Oregon
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