Financial Consultant- Beaverton, OR
Soteria Reinsurance Ltd.
- # Financial Consultant- Beaverton, ORApplylocations: Portland, OR Metrotime type: Full timeposted on: Posted Yesterdayjob requisition id: 2128741## ## Job Description:## Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.## The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.## The Expertise We’re Looking For* 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* Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one## The Skills You Bring* Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions* Being coachable, collaborative, and curious are your "go to" attributes* Committed to delivering an outstanding customer experience with a passion for seeing others thrive* Motivated by results and finding solutions, you take initiative and exceed customer expectations* Extensive knowledge of investment solutionsNote: Fidelity is not providing immigration sponsorship for this position## Our Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!## The Value You Deliver* Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals* Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future* Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills* You have a steadfast commitment to your clients while making a positive impact in the community## ## Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA## ## Category:## SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.
- J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant- Beaverton, OR in Beaverton, OR vacancy
- ...an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client... ...Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex...SuggestedFull time
$140.3k - $210.5k
...with customers through targeted micro consulting engagements to help solve their business... ...Consultants have a deep understanding of Workday Financials applications. In this position, we are... ...USA, TX, Frisco; USA, DC, Remote; USA, OR, Beaverton; USA, MN, Minneapolis; USA, SD, Remote;...SuggestedFull timeRemote workHome officeFlexible hours$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with... ...: Based out of the Cornell Experience Center OR Cedar Hills Experience Center | Beaverton/Hillsboro, OR Target Compensation in Oregon: $72,0...SuggestedWork at officeImmediate startDigital FCU
Beaverton, OR1 day ago$85k - $145k
...Wealth Advisor (Portland, OR) The Wealth Advisor focuses on deepening relationships... ...of experts to help clients achieve their financial goals. Unlike other firms, Mercer has... ...certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (...SuggestedTemporary workWork at officeRemote workMonday to FridayMercer Advisors
Portland, OR3 days ago- Overview Associate Financial Advisor job at Multnomah Group. Portland, OR. The Associate Financial Advisor role works with the Personal Financial Planning team... ...client meetings for clients of the assigned consulting team Take meeting notes for each client meeting Summarize...Suggested
$50k
...Institutional Strategic Financial Advisor Provides strategic and analytical assessments... ...level budget targets. Strategic Financial Consultant – Clinical Contracts Financial Expert... ...years of financial analysis experience. OR Equivalent combination of experience where...Full timeContract workTemporary workPart timeBank staffLocal areaRemote workMonday to FridayCS.Financial Planning & Analysis
Portland, OR3 days ago- First Tech Federal Credit Union in Beaverton, OR is seeking a Relationship Banker to act as a frontline financial partner, processing routine transactions and engaging in consultative conversations with members to tailor products and services to their financial goals....
$20.5 - $24.75 per hour
...Relationship Banker is a frontline financial partner (financial MDs) that... ...by e‑mail. You'll engage in consultative conversations with members to... ...: Nimbus Experience Center - Beaverton, OR 97008 (FULL TIME ON-SITE)... ...Compensation in Beaverton, OR: $20.50 to $24.75 per hour +...Hourly payFull timeWork at office- ...Lake Oswego Branch Location: Lake Oswego, OR Job Summary: At Chase, we are... ...latest banking solutions and cutting‑edge financial technology combined with friendly and attentive... ...environment. Engage in clear, polite, consultative communication to understand and help clients...Afternoon shift
$20 - $22.88 per hour
...are committed to delivering exceptional financial services to our customers. The Tanasbourne... ...This position is fully onsite in Beaverton, Oregon. Base Salary Range:... ...Windsor St# ##City:Beaverton## ##State:OR## ##ZipCode:97006## ##Internal:false##Hourly payFull timePart timeWork at officeMonday to FridayFlexible hoursShift workHeritage Bank
Beaverton, OR22 hours ago$29.39 - $44.09 per hour
...This position is remote based out of Portland OR, and will be required to regularly travel to Portland, North Bend, and Beaverton (up to 4 to 5 times per week for meetings).... ...employees who can support our members' financial needs effectively in a second language; subject...Hourly pay16 hoursFull timeImmediate startRemote work- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people...
$100k - $120k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business...Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week- ...prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are... .... The Career COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective...Contract workFor contractorsWork at office
$110k
Sr. Credit Analyst - To $110K - Portland, OR - Job # 3039 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...The successful candidate will be responsible for analyzing the financial information of persons or companies to determine creditworthiness...$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...Local areaVisa sponsorship- First Tech is seeking a Financial Advisor to transition an established book within Addison Avenue Investment Services, a division of First... ..., serving existing clients while growing assets. Based in Beaverton or Cedar Hills Experience Center in Oregon, you will operate with...
- ...Chase & Co. is looking for a Private Client Advisor to join their Chase Wealth Management team in Beaverton, Oregon. In this role, you will provide comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management rather than...
- Beaverton, Oregon-based opportunity with LPL Financial through BMO Bank seeks a Financial Advisor to service an existing book and grow new client relationships. You will hold Series 7 and 66 licenses and an insurance license, with at least three years of investment sales...Local area
- ...trusted client relationships, and guide customers toward suitable financial solutions. The role emphasizes strong communication, problem-solving, and the ability to work weekends or extended hours at Beaverton financial centers to support client needs. #J-18808-Ljbffr...Weekend work
Bank of America
Beaverton, OR3 days ago $117k - $175.4k
...RoleWe are looking for a passionate and experienced Technical Consultant adept at serving as the primary liaison for technical... ...Remote; USA, TX, Frisco; USA, DC, Remote; USA, MA, Boston; USA, OR, Beaverton; USA, MN, Minneapolis; USA, CA, San Francisco; USA, SD, Remote...Full timeWork at officeRemote workHome officeFlexible hoursShift work- Overview We are looking for a seasoned Financial Investment Consultant to join our independent advisory firm in Gresham, OR. This full-time position offers performance-based incentives for professionals managing $10 million or more in client assets. The ideal candidate...Full timeImmediate startFlexible hours
- We are seeking an experienced Financial Investment Consultant to join our independent investment advisory firm in Portland, OR . The ideal professional will have 5+ years of experience in wealth management, investment consulting, or financial advisory, and hold active...Immediate startFlexible hours
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
$22.44 - $34.33 per hour
...Description The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult... ...Support Department: 5013 PMG CP HEM ONC PPMC Address: OR Portland 4805 NE Glisan St Work Location: Providence...Minimum wageFull timeWork at officeLocal areaVisa sponsorshipShift workProvidence Health & Service
Portland, OR4 days ago- Nike in Beaverton, OR is seeking a Senior Finance Analyst, Supply Chain APLA to lead consolidation and reporting of logistics costs and support FP&A across warehousing operations. You will partner with logistics operations and cross-functional teams to provide insights,...
- Talent Groups is seeking a Financial Analyst in Beaverton, OR to support financial operations, focusing on project financials, invoicing, and forecasting. The role requires 2+ years of finance experience and advanced Excel skills. The ideal candidate will be detail-oriented...Remote job
- ...position requires accurate and efficient processing of cash transactions and deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals. Key Responsibilities Execute the bank’s risk culture and...Shift workWeekend workDay shift
$80k - $105k
...developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments... ...robust training and support once you start) ~ A thoughtful consultative approach with an emphasis on client focus Compensation...Work at officeWork from homeFisher Investments
Beaverton, OR1 day ago- ...Brand Advisor - Portland OR As a Headkount Brand Advisor, you'll be responsible for building lasting relationships with stores, brands, and retail employees to increase productivity & sales. You'll get the best of the best training and support from our robust education...For contractorsFreelanceFlexible hoursShift workWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant- Beaverton, OR. Be the first to apply!
Related searches
- financial planning assistant Beaverton, OR
- estate planning consultant Beaverton, OR
- wealth advisor Beaverton, OR
- financial consultant Beaverton, OR
- financial counselor Beaverton, OR
- associate corporate finance Beaverton, OR
- finance associate Beaverton, OR
- jde finance consultant Beaverton, OR
- financial planning administrator Beaverton, OR
- financial planning associate Beaverton, OR