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Financial Consultant

Wealth Planner & Client Relationships Advisor

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Consultant in Portland, Oregon. This role involves engaging face-to-face with clients, providing personalized financial planning, and delivering exceptional customer experiences. The successful candidate will have previous success in relationship building, possess the required FINRA licenses, and have a strong understanding of investment solutions. The position includes a competitive rewards package and ongoing training support to ensure your professional growth.
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