Financial Consultant- Vancouver, WA - Portland - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Portland

    2 days ago

    Full time
    Description

    Financial Consultant Role

    We're seeking a skilled Financial Consultant to join our Investor Center in Portland. If you're passionate about building relationships, uncovering needs and recommending solutions, this could be the perfect opportunity for you.

    About the Role

    • You'll engage face-to-face with clients, offering guidance and personalized planning while helping extend our firm's brand.

    To succeed in this role, you'll need previous success in relationship-building, FINRA Series 7 & 66 licenses or equivalent state registrations (or ability to acquire), and keen presentation skills.

    Your Expertise Will Include:

    • Building rapport with existing client base while introducing complex investment strategies.

  • Work in company

    Financial Consultant- Vancouver, WA

    Only for registered members

    · Job Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...

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  • Work in company

    Financial Consultant- Vancouver, WA

    Only for registered members

    Job Description · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...

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    Job Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mo ...

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