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Wealth & Retirement Planner
Remote / Online - Candidates ideally in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-01-02
Portland, Multnomah County, Oregon, 97204, USA
Listing for:
Fidelity Investments
Full Time, Remote/Work from Home
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Portland is seeking a Financial Consultant to engage with clients and provide personalized financial planning. The ideal candidate will have experience in relationship building and possess necessary licenses such as FINRA Series 7 & 66. This full-time position offers extensive training and a supportive work environment, with a focus on helping clients achieve their retirement goals while maintaining a strong commitment to customer satisfaction.
Hybrid working conditions are provided, requiring in-office work every other week.
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