Wealth Planner & Client Advisor
Fidelity Investments
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. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 2 days ago
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