Top 25 Investment consultant Jobs in Beaverton Or

Financial Consultant- Beaverton, OR
Fidelity Investments —Portland, OR
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
- Retirement plan
Financial Consultant , Financial Advisor
WealthBridge Financial Group —Portland, OR
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Vancouver, WA
Fidelity Investments —Portland, OR
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
5d
Wealth Advisor
Aprio —Portland, OR
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
Investment Banking Manager
Accenture —Beaverton, OR
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Senior International Benefits Consultant
Mercer —Portland, OR
- $103,700 - $207,400 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- 401(k)
Senior Wealth Advisor
Mariner Wealth Advisors —Tigard, OR
- $150,000 - $200,000 a year
- Full-time
- Office
- Bachelor's degree
- Team management
Consulting Underwriter National Accounts - Life and Disability
The Standard —Portland, OR
- $88,000 - $129,000 a year
- Full-time
- Remote
- Background check
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Investment Management - Business Strategy Manager
Deloitte —Portland, OR
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Research
- Analysis skills
Financial Advisor - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Advisor - Hillsboro, OR
COUNTRY Financial —Hillsboro, OR
- Full-time
- CPA
- Mid-level
- Office
Wealth Management Investment Consultant, Advisory Services
U.S. Bank National Association —Gresham, OR
- $71,400 - $84,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
Enterprise AI Value Strategy Consultant
Accenture —Beaverton, OR
- $59,100 - $205,800 a year
- Full-time
- English
- Master's degree
- Bachelor's degree
- Paid holidays
- Disability insurance
Treasury Advisory Manager/ Senior Manager
Accenture —Beaverton, OR
- $87,400 - $293,800 a year
- Full-time
- CPA
- 5 years
- Finance
- Paid holidays
- Disability insurance
Transformation Excellence Senior Manager, IAAD
Accenture —Beaverton, OR
- $122,700 - $317,200 a year
- Full-time
- Azure
- Sales
- AWS
- Paid holidays
- Disability insurance
Wealth Advisor (Portland, OR)
Mercer Advisors —Portland, OR
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- 7 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Senior Investment Advisor, CFP®
Sanctuary Wealth Group LLC —Portland, OR
- $100,000 - $150,000 a year
- Full-time
- 7 years
- Office
- Business development experience
- Paid holidays
- Health insurance
Quick Apply
Partner, Senior Wealth Advisor
Mercer Advisors —Portland, OR
- $170,000 - $210,000 a year
- Day shift
- Hybrid work
- Up to 50% travel
- 5 years
- Office
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor - Vancouver, WA
COUNTRY Financial —Vancouver, WA
- Full-time
- CPA
- Mid-level
- Office

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investment consultant jobs near beaverton or

Financial Consultant- Beaverton, OR

Fidelity Investments -
Portland, OR

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Job Details

Full-time

Benefits

Tuition reimbursement
Retirement plan

Qualifications

FINRA License

Full Job Description

Job Description:

Financial Consultant

If 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 Role

Working 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 solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’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

Fidelity’s Onsite Working Model
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.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please 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.

Apply Now

Refine Your Search

investment consultant jobs in beaverton or

Financial Consultant- Beaverton, OR

Financial Consultant , Financial Advisor

Financial Consultant - Vancouver, WA

Wealth Advisor

Investment Banking Manager

Senior International Benefits Consultant

Senior Wealth Advisor

Consulting Underwriter National Accounts - Life and Disability

Investment Management - Business Strategy Manager

Financial Advisor - Tualatin, OR

Financial Advisor - Hillsboro, OR

Wealth Management Investment Consultant, Advisory Services

Enterprise AI Value Strategy Consultant

Treasury Advisory Manager/ Senior Manager

Transformation Excellence Senior Manager, IAAD

Wealth Advisor (Portland, OR)

Senior Investment Advisor, CFP®

Partner, Senior Wealth Advisor

Financial Advisor - Vancouver, WA