Job Description:

Wealth Management Team â€“ Service Specialist 

We have an exciting opportunity for a remote, licensed Wealth Management Team Service Specialist in the Greater Portland, OR Metro area! While you will work from home, you must reside near the Greater Portland, Oreg 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 our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. 

The Wealth Management team provides customized, comprehensive financial planning solutions, ongoing investment management and the highest level of service to Fidelity’s High Net Worth clients.  As a key player on the team, you will support an advisory practice to deliver exceptional service and relationship experience through responsiveness, proactivity, and outstanding service execution. 

The Purpose of Your Role 

You will provide exceptional support to a book of clients through frequent communication and collaboration with the advisory team and key business partners.  By building strong relationships and applying effective practice management techniques, you will deliver complex wealth management service to your clients. 

The Value You Deliver 

• Through calls, chat and emails you will support the advisory team and their book of clients, taking responsibility for complex case management and proactive client outreach 

• Delivering customized service to clients seeking a personalized, high-touch relationship 

• You deliver the best client experience in the financial services industry by efficiently and accurately resolving issues and taking ownership to solve complex situations 

The Skills You Bring 

• Extensive experience working with Account Management, Money Movement and Transfers of Assets requests 

• Strong communication and organizational skills to prioritize decisions in a fast–moving environment  

• Creative problem resolution skills with an ability to balance risk and the client experience 

• Capability to take ownership of complex situations that result in positive outcomes for clients 

• Experience in a team environment that fosters culture of peer–to–peer coaching, collaboration, and recognition 

The Expertise You Have 

• Series 7 required 

• Series 63 or ability to obtain upon hire 

• 3-5 years of previous financial services 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:

Series 07 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.