Wealth Planning Investment Consultant

Fidelity Investments Inc.; Portland (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in Portland, OR is seeking a client-focused financial advisor to develop customized financial plans using Fidelity’s planning tools. You will engage with existing clients and warm leads, guiding investment decisions in their best interests and presenting tailored solutions to grow relationships with a local advisor.

In this role you will leverage your FINRA licenses and ongoing certifications to discuss investment options, build trust, and deliver comprehensive planning

Qualifications

• Active FINRA licensure including Series 7 is required.
• Ability to acquire Series 66 upon hire or state registrations.
• Strong communication and advisory skills for client relationships.
• CFP or related certification is a plus (tuition reimbursement mentioned).

Responsibilities

• Develop customized financial plans using Fidelity tools.
• Engage with existing clients and warm leads to provide investment solutions.
• Present and implement solutions aligned with client goals and risk tolerance.
• Grow relationships with clients through proactive guidance and follow-up.

Skills

FINRA Series 7 & 66 license

State registrations/Series 66 ability

Communication & relationship-building

Education

Degree or equivalent experience

Job description

Fidelity Investments in Portland, OR is seeking a client-focused financial advisor to develop customized financial plans using Fidelity’s planning tools. You will engage with existing clients and warm leads, guiding investment decisions in their best interests and presenting tailored solutions to grow relationships with a local advisor.

In this role you will leverage your FINRA licenses and ongoing certifications to discuss investment options, build trust, and deliver comprehensive planning