Financial Services Representative

1 week ago


Portland, Oregon, United States Fidelity TalentSource LLC Full time

**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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's 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.

We've been recognized by our employees as a top 10 Best Place to Work in 2024, according to Glassdoor. Our hybrid working model blends the best of both onsite and offsite work experiences. While most roles require associates to work onsite all business days of every other week in a Fidelity office, we value the benefits that working offsite offers associates.

As a Financial Services Representative, you will play a key role in helping clients achieve their financial goals. This includes providing customer service support to clients who call or visit the branch and growing your knowledge in personal investing and financial planning.

Job Responsibilities:

  • Provide exceptional customer service to clients by addressing their inquiries and concerns in a timely and professional manner.
  • Assist financial professionals with providing a full range of investment products and services.
  • Collaborate with team members to bring a fresh perspective to help solve business challenges.
  • Participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry.

Requirements and Qualifications:

  • Undergraduate students in your junior year of college are eligible for this role.
  • You should have a strong interest in investing and wealth management.
  • Experience in customer service, retail, sales, or banking is highly valued.
  • Leadership experience and involvement in student organizations are also desirable.

Salary Information:

The estimated annual salary for this position is around $55,000-$65,000, depending on location and experience.



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