PortlandRecruiter Since 2001
the smart solution for Portland jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Lafayette
Posted on: December 5, 2019

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship.The Expertise We re Looking For

  • A college degree is encouraged yet not required
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six monthsThe Purpose of Your RoleIt is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities.The Skills You Bring
    • Superb interpersonal skills and passion to engage with customers
    • An aptitude for sales to dedicatedly identify leads
    • Remarkable attention to detail and ability to prioritize
    • Computer literacy and experience working with multiple applications at onceThe Value You Deliver
      • A vital member of the team, you are offering support to Fidelity s most wealthy and 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 teamHow Your Work Impacts the OrganizationFidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
        Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. Associated topics: call center, client, life insurance agent, outside sales, phone, retail, sales agent, sales professional, sales representative, sell

Keywords: Fidelity Investments, Portland , Personal Financial Advisor, Other , Lafayette, Oregon

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


CDL A Truck Drivers - $3,000 Sign-On Bonus!!
Description: Head Out West in Comfort At Andrus, we support you by offering fully loaded equipment that is ready to get you on the road safe and sound - Solo Driver - Pay amp Bonuses - 3,000 Sign-On Bonus - 500 (more...)
Company: Andrus Transportation
Location: Albany
Posted on: 12/9/2019

Contracts Specialist Senior - Information Technology
Description: JOB br GENERAL STATEMENT OF DUTIES--Develops, coordinates, and processes contracts ensuring legal, policy, and procedural compliance.-- Audits contractor compliance through site audits and review of (more...)
Company: Marion County
Location: Salem
Posted on: 12/9/2019

CDL A Truck Drivers - $3,000 Sign-On Bonus!!
Description: Head Out West in Comfort At Andrus, we support you by offering fully loaded equipment that is ready to get you on the road safe and sound - Solo Driver - Pay amp Bonuses - 3,000 Sign-On Bonus - 500 (more...)
Company: Andrus Transportation
Location: Corvallis
Posted on: 12/9/2019


Quartermaster and Chemical Equipment Repairer (91J)
Description: 91J Quartermaster and Chemical Equipment Repairer Job ID: 1156783 Job Views: 155 Location: SALEM, Oregon, United States ZIP Code: 97302 Job Category: Mechanic and Maintenance Posted: 11.19.2019 Age Requirements: (more...)
Company: Army National Guard
Location: Salem
Posted on: 12/9/2019

CDL A Company Driver
Description: JOBS FOR EXPERIENCED CDL DRIVERS THAT HAVE EXCELLENT PAY, FULL BENEFITS AND A MENTOR PROGRAM No matter what drives you - a passion for the open road, career independence or financial security, jobs for (more...)
Company: Swift Transportation
Location: Salem
Posted on: 12/9/2019

Labor & Delivery - L&D RN - Travel (Salem,OR)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: Salem
Posted on: 12/9/2019

Enterpris System Adiminstrator for the State of Oregon
Description: Enterprise Engineer for the State of Oregon Location: Salem OR Duration: 7 Months OIS requires a Senior Enterprise Messaging System Administrator. Contractor shall provide senior Tier IV technical (more...)
Company: nLeague Services
Location: Salem
Posted on: 12/9/2019

Licensed Practical Nurse (LPN)
Description: Licensed Practical Nurse LPN Now Offering Paid Time Off PTO Benefits Aveanna Healthcare, the largest pediatric home health care company in the U.S., is hiring compassionate Licensed Practical (more...)
Company: Aveanna Healthcare
Location: Albany
Posted on: 12/9/2019

Training CDL B Bus Driver - Great Benefits! - Corvallis, OR (Albany)
Description: Student Transportation of America is growing We are seeking a safe driver to transport children to and from school each day on established routes. Additional extracurricular runs sports and
Company: Student Transportation of America
Location: Albany
Posted on: 12/9/2019

Floor Staff
Description: Summary: Floor Staff team members are classified based on individual theatre needs, and/or employee availability, as either variable hour, part-time fixed, part-time regular or full-time hourly employees (more...)
Company: Regal Cinemas Corporation
Location: Salem
Posted on: 12/9/2019

Log In or Create An Account

Get the latest Oregon jobs by following @recnetOR on Twitter!

Portland RSS job feeds