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Client-Focused Financial Planning Advisor; CFP/Series
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-16
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments is seeking a Financial Consultant to engage face-to-face with clients in our Investor Center, providing guidance and personalized planning while leveraging an open architecture platform and robust resources. You will nurture existing client relationships and extend the firm’s brand through trusted advisory service.
The role emphasizes deep client interactions, presenting investment solutions, and growing a base of informed customers guided by Fidelity’s comprehensive support
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