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Wealth Planner & Client Advisor
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-18
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments is seeking a Financial Consultant in Portland to engage clients face-to-face, offer guidance, and develop personalized financial plans. You will work with an existing client base, leveraging an open architecture platform and top resources in the industry to grow your practice.
The role emphasizes relationship building, presenting complex investment solutions, and delivering outstanding client service while supporting retirement planning and asset growth.
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