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Remote Financial Advisor Trainee Jobs in Oregon (NOW HIRING)

Ascension

Talent Advisor

$65K - $91K/yr

Remote Department: Talent Acquisition Schedule: Full-time | Days Salary: $65,712.77 - $91,599.55 ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

DocuSign

Director - Corporate Legal

Responsibility * Serve as a trusted senior legal advisor to Corporate Development, Finance ... Employee is not required to be in or near an office frequently and works from a designated remote ...

Clari + Salesloft

Financial Analyst, R&D

OR · On-site +1

United State, REMOTE Clari + Salesloft are building the next era of enterprise revenue - one where ... trusted advisor, providing financial guidance and support * Take ownership of budgeting and ...

Experity

Sales Director - Full Time - Remote

OR · Remote

$75K - $84K/yr

Employee Assistance Program - This robust program includes counseling, legal resolution, financial ... Keeps senior management advised in a timely fashion of market trends, account problems, and ...

Embarc Advisors

Content Marketing Specialist

OR · On-site +1

$65K - $80K/yr

Remote We are hiring a content marketing specialist with a specialist's ear for finance. You will ... advisors, and other intermediaries * Monitor competitor and peer-firm positioning; identify white ...

Embarc Advisors

Content Marketing Specialist

OR · On-site +1

Remote We are hiring a content marketing specialist with a specialist's ear for finance. You will ... advisors, and other intermediaries * Monitor competitor and peer-firm positioning; identify white ...

New

Canopy Works

FP&A Analyst/Manager

OR · On-site +1

$85K - $106K/yr

Remote (U.S.) or Hybrid (preferred near key hubs) Reports To: VP Finance Department: Finance Level: Senior Individual Contributor (high-ownership, high-visibility) About Canopy Canopy Works is a ...

Lendz Financial

Non-QM Account Executive

OR · On-site +1

Job Summary: Lendz Financial is seeking a motivated and relationship-driven mortgage Account ... In this high-impact, front-line role, you'll serve as a trusted advisor to mortgage brokers-helping ...

Upstart

Assistant General Counsel - HELOC

OR · On-site +1

S. state bar. * 10+ years of legal experience advising financial services, fintech, or mortgage ... Remote Time zone requirements The team operates on the East/West coast time zones. Travel ...

Mineralys Therapeutics

Director of Tax

OR · On-site +1

$195K - $215K/yr

... remote company. Director of Tax The Director of Tax is responsible for developing, leading, and ... advisor, partnering closely with Finance, Legal, Commercial, Supply Chain, Treasury, Human ...

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All JobsFinancial Advisor JobsRemote Financial Advisor Trainee JobsRemote Financial Advisor Trainee Jobs in Oregon

Remote Financial Advisor Trainee information

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Oregon?

For Remote Financial Advisor Trainee jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Trainee jobs in Oregon look for?

The top searched job categories for Remote Financial Advisor Trainee jobs in Oregon are:

Remote Financial Advisor Trainee jobs near you

Client Support Specialist - Greater Portland, OR Area (REMOTE)

Fidelity Investments

Portland, OR • On-site, Remote

$19 - $25.75/hr

Full-time

Re-posted 29 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

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
Note: Fidelity will not provide immigration sponsorship for this position.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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