Investment Consultant - Beaverton, OR

Responsibilities

• Develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools.
• Engage with existing clients and warm leads instead of sourcing new customers.
• Provide investment solutions and grow relationships with a dedicated local advisor.
• Work directly with clients to help them make investment decisions that are in their best interest.
• Present and implement solutions that suit the client’s needs using Fidelity’s planning and guidance resources.
• Develop a lasting impact on clients’ financial future.

Skills

• FINRA Series 7 & 66 licensed, or ability to acquire Series 66 upon hire.
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs.
• Use technology to prepare for and conduct efficient one‑on‑one appointments, maximizing client time and enabling effective follow‑up planning.
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity.
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement program can help obtain a CFP, degree, or equivalent credential).
• Comprehensive understanding of various investment solutions and ability to educate customers on the values and differences of each.
• Exemplary interpersonal skills and ability to grow relationships.
• Takes initiative and exceeds expectations.
• Outstanding communication and consultative skills; thrives in a fast‑paced work environment.
• Certifications: Certified Financial Planner® (CFP®), Series 7 (FINRA), Series 66 (FINRA).

Benefits

• Competitive total rewards package including a stable base salary.
• Benefit programs designed to help you and your family strike the right balance.
• Training offered in‑branch, regionally, nationally, and virtually to support all aspects of your business.

Schedule

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.