Financial Consultant- Beaverton, OR

Fidelity•Portland, OR

4d•Onsite

About The Position

Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity offers a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We empower professional growth, flexibility, and support, enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. You will be supported with an open architecture product platform and top resources in the financial industry, while nurturing relationships with an existing client base.

Requirements

Previous success in building relationships, uncovering needs, and recommending solutions.
FINRA Series 7 & 66 licensed and appropriate state registrations OR ability to acquire series 66 upon hire.
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Extensive knowledge of investment solutions.

Nice To Haves

Degree and/or other professional certifications are helpful.
Tuition Reimbursement program available for CFP or degree attainment.

Responsibilities

Engage face-to-face with customers in an Investor Center, offering guidance and personalized planning.
Extend the reach of the firm's brand.
Nurture relationships with an existing client base.
Introduce clients to different investment strategies.
Bring together additional client assets.
Engage in positive, client-centered discussions.
Mentor and support customers in reaching their retirement goals.
Provide comprehensive investment solutions and retirement plans to meet clients' needs.
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills.
Make a positive impact in the community.