PortlandRecruiter Since 2001
the smart solution for Portland jobs

Investment Consultant - Beaverton, OR

Company: Fidelity Investments
Location: Hillsboro
Posted on: December 5, 2019

Job Description:

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.The Expertise We re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • A CFP is preferred; if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleYou will develop financial plans customized to the needs of Fidelity s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.The Skills You Bring
    • In a team-based, sales environment you take initiative and exceed expectations.
    • You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
    • Incomparable consultative selling and organizational skillsThe Value You Deliver
      • Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
      • With our open architecture, you offer a wide broad range of financial products and services
      • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skillsHow Your Work Impacts the OrganizationWorking in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career!

        Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Portland , Investment Consultant - Beaverton, OR, Other , Hillsboro, Oregon

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Training CDL B Bus Driver - Great Benefits! - Corvallis, OR (Albany)
Description: Student Transportation of America is growing We are seeking a safe driver to transport children to and from school each day on established routes. Additional extracurricular runs sports and
Company: Student Transportation of America
Location: Albany
Posted on: 12/9/2019

CTEC Business Liaison
Description: FLSA: ExemptBenefits: Medical/Retirement/Group Life-Disability/PTO and paid holidaysSchedule: Monday - Friday 7:30am-4:30pm with occasional after hours eventsCompensation: 42,000 - 47,000 DOE, QualificationsApplication (more...)
Company: Salem Area Chamber of Commerce
Location: Salem
Posted on: 12/9/2019

Get Paid To Advertise On Your Car - Side Gig Like Rideshare
Description: We are urgently seeking drivers to advertise on their vehicle for local
Company: Company Confidential
Location: Corvallis
Posted on: 12/9/2019


Licensed Practical Nurse (LPN)
Description: Licensed Practical Nurse LPN Now Offering Paid Time Off PTO Benefits Aveanna Healthcare, the largest pediatric home health care company in the U.S., is hiring compassionate Licensed Practical (more...)
Company: Aveanna Healthcare
Location: Salem
Posted on: 12/9/2019

Floor Staff
Description: Summary: Floor Staff team members are classified based on individual theatre needs, and/or employee availability, as either variable hour, part-time fixed, part-time regular or full-time hourly employees (more...)
Company: Regal Cinemas Corporation
Location: Salem
Posted on: 12/9/2019

Quartermaster and Chemical Equipment Repairer (91J)
Description: 91J Quartermaster and Chemical Equipment Repairer Job ID: 1156783 Job Views: 155 Location: SALEM, Oregon, United States ZIP Code: 97302 Job Category: Mechanic and Maintenance Posted: 11.19.2019 Age Requirements: (more...)
Company: Army National Guard
Location: Salem
Posted on: 12/9/2019

Labor & Delivery - L&D RN - Travel (Salem,OR)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: Salem
Posted on: 12/9/2019

CDL B Bus Driver - Great Benefits! - Corvallis, OR (Albany)
Description: Student Transportation of America is growing We are seeking a safe driver to transport children to and from school each day on established routes. Additional extracurricular runs sports and
Company: Student Transportation of America
Location: Albany
Posted on: 12/9/2019

Floor Staff
Description: Summary: Floor Staff team members are classified based on individual theatre needs, and/or employee availability, as either variable hour, part-time fixed, part-time regular or full-time hourly employees (more...)
Company: Regal Cinemas Corporation
Location: Albany
Posted on: 12/9/2019

Operating Room - OR - RN - Travel (Salem,OR)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: Salem
Posted on: 12/9/2019

Log In or Create An Account

Get the latest Oregon jobs by following @recnetOR on Twitter!

Portland RSS job feeds