Financial Consultant - Vancouver, WA

Fidelity Investments • Portland, OR

3d • $60,000 - $75,000 • Onsite

About The Position

Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role supports and grows relationships with an existing client base, using Fidelity’s open-architecture product platform and resources to help clients pursue their financial goals. The position emphasizes professional growth, flexibility, and a client-centered approach.

Fidelity offers a stable base salary and a total rewards package. Training is provided in-branch, regionally, nationally, and virtually. The position is part of Fidelity’s transition to a full-time onsite working model, with onsite expectations varying by role and location during the phased rollout.

The base salary range is $60,000–$75,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Depending on eligibility, compensation may also include a bonus or other variable compensation. Fidelity does not provide immigration sponsorship for this position.

Requirements

• Proven success building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 and Series 66 licenses, or the ability to acquire Series 66 upon hire.
• An insurance license is required.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully introduce clients to investment strategies and engage in positive, client-centered discussions.
• Extensive knowledge of investment solutions.
• Must be coachable, collaborative, and curious.
• Commitment to delivering an outstanding customer experience and helping others thrive.
• Motivation by results and finding solutions; takes initiative and exceeds customer expectations.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP designation or degree; Fidelity offers tuition reimbursement to help associates acquire one.

Responsibilities

• Build relationships with clients, uncover their needs, and recommend solutions.
• Provide face-to-face mentorship and personalized financial planning to clients.
• Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• Present complex solutions to a knowledgeable client base while building rapport and credibility.
• Deliver an outstanding customer experience and help expand the reach of Fidelity’s brand.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed