Client‑Focused Financial Planner for Retirement Planning
Fidelity Investments
Fidelity Investments is seeking a Financial Consultant in Portland, Oregon. In this role, you will work in our Investor Center, engaging directly with clients, providing personalized planning and financial solutions while leveraging a robust support system. The ideal candidate holds a FINRA Series 7 & 66 license or can acquire the Series 66 upon hire, and possesses the ability to build strong client relationships and understand complex financial needs. A competitive total rewards package is included. #J-18808-Ljbffr Fidelity Investments
$26.5 - $33 per hour
Resource Financial Planning, Inc. seeks a Financial Planning Assistant in Portland, Oregon. This position involves client service, scheduling, and data management in a small-team environment... ...starting salary of $26.50-$33/hour, retirement benefits, paid holidays, and onsite...RetirementWork at office- ...in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships... ...with various benefits such as health care coverage and retirement plans. #J-18808-Ljbffr...Retirement
- Aldrich Wealth LP is seeking a skilled Financial Planner to analyze complex financial data and create comprehensive financial plans. As part of a dynamic team, you will directly interact with clients, helping them achieve their financial goals. The ideal candidate has...Suggested
$80k - $105k
...our dynamic team as a Financial Planner . This individual will... ...data, creating financial plans, and presenting those plans to clients. The ideal candidate is... ...They maintain a primary focus on delivering high-... ...spending, and dependent care Retirement Savings: 401(k) plan...Retirement16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week- Focus Partners Wealth seeks an Associate Wealth Advisor to join our planning‑centric team in Portland, OR. You will work with Wealth Advisors, helping clients with retirement, tax, estate, and investment planning while presenting personalized strategies. You will collaborate...RetirementWork at officeRemote work
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to... ...In this position, you will engage with clients to understand their financial objectives... ..., including investment opportunities, retirement planning, and wealth management strategies....Retirement
- Fidelity Investments is seeking a Financial Consultant to engage face-to-face with clients in our Investor Center, providing guidance and personalized planning while leveraging an open architecture platform and robust resources. You will nurture existing client relationships...
$150k - $250k
...Management team and you will help clients maximize their... ...at the intersection of Tax Planning, Financial Planning, and investment Management... ..., investments, estate and retirement planning, and insurance.... ...opportunity to grow with a future-focused, innovative firm. Perks/...RetirementFull timeWork at officeLocal areaRemote workFlexible hours$70k - $93.5k
...professional careers.SummaryThe Financial Planning Associate works closely... ...financial plans to clients within the region. This role focuses on developing and... ...including tax planning, retirement planning, estate planning... ...: Certified Financial Planner designation or...RetirementTemporary workWork at office- ...At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover... ...build your financial planning practice, you bring... ...financial plans, including retirement, insurance, investments... ..., sustainable, client-focused growth by building...RetirementFull timeInternshipWork at office
$61k - $119k
...Becoming a financial advisor at Northwestern... ...you can help your clients achieve their goals... ...through financial planning. On your path to becoming... ...representative focused on client-building... ...Trust Services Retirement Solutions Business... ...Certified Financial Planner licensing support...RetirementFor contractorsWork at office$57.5k - $106.5k
...Job Summary Provides financial and investment planning and advice in collaboration with... ...the customer. Determines client needs and provides solutions... ..., insurance, annuities, retirement savings plans, and other similar... ...the client experience. Focus is primarily on business/...RetirementContract workPart timeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their goals... ...through financial planning. On your path to becoming... ...representative focused on client-building... ...Trust Services · Retirement Solutions ·... ...Certified Financial Planner® licensing support...RetirementFull timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu,... ...management, including planning for retirement, education, legacy, and... ...Wealth Management Client Associates help clients... ..., resilient, results focused and effective Job... ...Certified Financial Planner (CFP) and/or Chartered...RetirementWork at officeShift workDay shift
$74k - $84k
...Focus Partners Wealth is seeking an Associate Wealth... ...to work with a planning‑centric team dedicated... ...on each of our unique clients’ goals and aspirations... ...participation in the financial planning process. Responsibilities... ...strategies in retirement, risk management, tax,...RetirementWork at officeLocal areaRemote work2 days per week$50k
...Join a financial services firm where your contributions... ...over 9 million clients and 20,000... ...owned, placing the focus on our clients rather... ...branch business plan to increase branch... ...Jones offers a 401k retirement plan, and tax-... ...CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered...RetirementWork at officeWork from homeHome officeFlexible hours- ...Financial Solutions Advisor- Williamette Valley... ...we deliver for our clients, teammates, communities... ...a financial plan, and recommending brokerage... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor... ...Customer and Client Focus • Oral Communications...RetirementTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$87.4k - $123.4k
...idea that transforming financial lives starts by giving... ...member of a dedicated client practice team... ...support to our clients. Focus is on relationship management... ...thoughtful, strategic planning conversations within... ...and life insurance Retirement savings - 401(k) plan...Retirement16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$85k - $145k
...The Wealth Advisor focuses on deepening... ...established base of clients and organically growing... ...achieve their financial goals. Unlike other... ...knowledge of financial planning and investments... ..., Financial Planner, Certified Public... ...and more. 401(k) Retirement Plan with both Traditional...RetirementTemporary workWork at officeLocal areaRemote workMonday to Friday- ...Wealth Management is a boutique, financial planning firm in Portland, OR with a focus on holistic planning for women leaders... ...primary relationship manager for client households. This role is designed... ...cash flow, investments, retirement, tax, and estate planning Prepare...RetirementFull timeWork at office
- BMO Financial Group is seeking a skilled financial advisor to deliver integrated financial planning and sales of managed products, focusing on the customer’s best interests. You will... ..., insurance, and retirement solutions while guiding clients through strategic financial...Retirement
- JPMorgan Chase & Co. is looking for a Private Client Advisor to join their Chase Wealth Management team... .... In this role, you will provide comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management rather than...
$80k - $90k
...based wealth management, including planning for retirement, education, legacy, and other... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...driven, resilient, results focused and effective. The Advisor Development...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...in Gresham, Oregon. This role focuses on providing advanced investment advice for clients with investable assets between... ...will work to develop lasting financial relationships. The position requires... ...healthcare, paid vacation, and a retirement plan. #J-18808-Ljbffr Us BankRetirement
$80k - $200k
...At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover... ...will empower people to plan their financial future... ...plans, including retirement, insurance, investments,... ...organic, sustainable, client-focused growth by building rapport...RetirementFull timeWork experience placementInternshipWork at officeRelocation- Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Oregon. You will work with Wealth Advisors to support client relationships and implement comprehensive financial plans across retirement, estate, tax, and investment planning...RetirementWork at officeRemote work
$87.4k - $123.4k
...idea that transforming financial lives starts by giving... ...member of a dedicated client practice team... ...support to our clients. Focus is on relationship management... ...thoughtful, strategic planning conversations within... ...vision and life insurance Retirement savings - 401(k) plan...Retirement16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...are seeking an experienced Financial Investment Consultant to... .... This position focuses on portfolio management, client relationship development, and strategic financial planning for individuals and families... ...plans aligned with clients' retirement, tax, and wealth preservation...RetirementImmediate startFlexible hours
$125k
Pure Financial Advisors, LLC is a fee-only Registered... ...comprehensive retirement planning services and tax-optimized... ..., 2026) and services clients across the nation. We... ...CERTIFIED FINANCIAL PLANNER® professional, Certified... ...shows. We have teams focused on marketing and...Retirement- ...for 40 years, integrating financial planning, investment management, tax... ...Wealth Advisor works in a client‑focused, team‑centered environment... ...Certifications Certified Financial Planner (CFP) designation;... ...spouses and loved ones 401(k) retirement plan with traditional and Roth...RetirementTemporary workWork at officeLocal areaMonday to Friday
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