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Financial Representative

2 months ago

Portland, Oregon, United States Fidelity Investments Full time
Job Description:

We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.

As a Financial Representative, you will be responsible for building and maintaining strong relationships with our clients, providing personalized financial solutions, and identifying opportunities to deepen relationships. Your expertise in customer service, phone, or financial services will be invaluable in this role.

The Expertise We're Looking For:
  • Customer service, phone, or financial services experience
  • Banking, insurance, or financial experience
  • Ability to learn and obtain FINRA licensing material
  • Desirable: degree and/or professional certifications, such as CFP
The Purpose of Your Role:

As a Financial Representative, your primary objective will be to have rewarding interactions with clients, providing them with expert advice and guidance to achieve their financial goals. You will partner with our clients to identify opportunities to deepen relationships and drive business growth.

The Skills You Bring:
  • Superb interpersonal skills and passion to engage with clients
  • Aptitude to assess client needs and identify opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Being coachable, collaborative, and curious
Our Investments in You:

Fidelity Investments is committed to investing in our people, providing a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance.

The Value You Deliver:
  • Support Fidelity's most valuable clients daily
  • Identify leads and make effective introductions to drive business growth
  • Be a technology champion for the branch, adopting new technologies and sharing knowledge with the team