Client‑Focused Financial Planner for Retirement Planning

Fidelity Investments; Portland (OR); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive total rewards package

Training and onboarding programs

Job summary

Fidelity Investments is seeking a Financial Consultant in Portland, Oregon. In this role, you will work in our Investor Center, engaging directly with clients, providing personalized planning and financial solutions while leveraging a robust support system.

The ideal candidate holds a FINRA Series 7 & 66 license or can acquire the Series 66 upon hire, and possesses the ability to build strong client relationships and understand complex financial needs. A competitive total rewards package is included.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire series 66 upon hire.
• Strong ability to present solutions to knowledgeable clients.
• Experience building relationships and recommending financial solutions.

Responsibilities

• Engage face-to-face with customers, offering personalized financial planning.
• Support clients by providing comprehensive investment solutions.
• Mentor clients as they reach their retirement goals.

Skills

Investment strategies

Coachable

Customer experience

Interpersonal skills

Motivated by results

Education

Degree or professional certifications

Job description

Fidelity Investments is seeking a Financial Consultant in Portland, Oregon. In this role, you will work in our Investor Center, engaging directly with clients, providing personalized planning and financial solutions while leveraging a robust support system.

The ideal candidate holds a FINRA Series 7 & 66 license or can acquire the Series 66 upon hire, and possesses the ability to build strong client relationships and understand complex financial needs. A competitive total rewards package is included.