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Financial Services Representative

2 months ago

Portland, Oregon, United States Fidelity TalentSource LLC Full time
{"h1": "Career Development Opportunity at Fidelity", "p": "Are you passionate about helping people and building a career in financial services? Fidelity is seeking a Financial Services Representative to join our team. In this role, you will have the opportunity to develop your skills and knowledge in financial planning, customer service, and investment services.

As a Financial Services Representative, you will be responsible for supporting customers with their financial needs, including answering questions about account balances, making withdrawals, and transferring funds. You will also have the opportunity to obtain licenses and certifications, such as the Series 7 and Series 66, to further your career.

Fidelity offers a comprehensive training program, which includes paid study time, support from licensing coaches, and review classes. You will also have the opportunity to work from home and in an Investor Center, where you will support customers with increasing complexity.

In addition to your career development, Fidelity offers a range of benefits, including health insurance, dental insurance, vision insurance, disability insurance, paid time off, and a 401(k) matching program.

If you are looking for a career opportunity that offers growth, development, and a competitive compensation package, we encourage you to apply.

**Key Responsibilities:**

* Support customers with their financial needs
* Obtain licenses and certifications, such as the Series 7 and Series 66
* Develop skills and knowledge in financial planning, customer service, and investment services
* Work from home and in an Investor Center

**Requirements:**

* High energy and enthusiasm with a natural passion for helping people
* Flexibility and self-motivation
* Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment

**What We Offer:**

* Comprehensive training program
* Paid study time and support from licensing coaches
* Review classes
* Health insurance
* Dental insurance
* Vision insurance
* Disability insurance
* Paid time off
* 401(k) matching program

**Why Fidelity?**

* Fidelity is a leading provider of financial services and a top employer in the industry
* We offer a range of career opportunities and a comprehensive training program
* Our benefits package is designed to support your career development and well-being

**How to Apply:**

If you are interested in this career opportunity, please submit your application through our website. We look forward to hearing from you"}