Financial Services Representative - Beaverton, OR

Fidelity(1 month ago)

HybridFull TimeTrainee$49,937 - $67,180 (estimated)Customer Service

About this role

A Financial Services Representative at Fidelity is an entry-level role focused on supporting customers via inbound calls and preparing to serve as the face of Investor Centers. The role includes paid training and sponsorship to obtain FINRA licenses (SIE, Series 7 Top Off, Series 66) and a structured career development path. Associates begin with a mix of remote and Investor Center work during onboarding and transition to on-site Investor Center work after training.

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Required Skills

Customer Service
Phone Support
Interpersonal
Detail Orientation
Multi Tasking
Coachability
Collaboration
Self Motivation
Flexibility
Communication

+1 more

Qualifications

SIE - FINRA
Series 07 - FINRA
Series 66 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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