Financial Representative - Beaverton, OR
About The Position
As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. A key member of the team, you are offering support to Fidelity’s most valuable clients daily. By identifying leads and making effective introductions, you are directly impacting the success of the branch. Your efforts will be valued by clients and you will find working with those clients a rewarding experience. As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team.
Requirements
- Customer service, phone, or financial services experience.
- Ability to learn FINRA licensing material and obtain Series 7 and 66 licenses.
- 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.
- Must not have certain Criminal Histories as per Securities Exchange Act of 1934, Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA, and other state laws and FINRA regulations.
Nice To Haves
- Banking, insurance, or financial experience.
- CFP or degree.
- Early adopter of technology.
Responsibilities
- Act as the official face of Fidelity, impacting the branch atmosphere.
- Inspire client dedication and engagement to develop long-lasting positive relationships.
- Have rewarding interactions with clients.
- Serve as a subject matter specialist in compliance and all front lobby transactions.
- Partner and contribute to branch success by identifying opportunities to deepen relationships.
- Offer support to Fidelity’s most valuable clients daily.
- Identify leads and make effective introductions, directly impacting branch success.
- Be a technology champion for the branch, adopting new technology and sharing knowledge.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Benefit programs designed to help you and your family strike the right balance.
- Training in-branch, regionally, nationally, and virtually.
- Tuition Reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
