High Net Worth Service Associate - Greater Portland, OR Area

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

Portland, Vancouver, Beaverton, Tigard

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Portland, OR Metro area! While you will work from home, you must reside near the Greater Portland, OR area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. 

The Purpose of Your Role 

As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. 

The Value You Deliver 

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, 

• Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests 

The Expertise We’re Looking For

• Series 7 required

• Series 63 preferred (paid training & support provided) 

• 2-3 years of previous experience working in the financial services industry 

• Strong technological savvy and comfort with learning how to use new tools 

The Skills You Bring 

• You have a broad-based knowledge and understanding of general financial planning concepts

• Proven customer service, client support and problem resolution skills

• Ability to effectively influence others and use consultative skills to enrich the customer experience 

Our Investments in You 

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  

Certifications:

Category:

Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).