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Wealth Management Planning Consultant, Area
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Full-time
- Job Description: This position can be located in either Portland, OR or Redmond/Bellevue, WA. Wealth Management Planning Consultant For you, client interactions aren’t just transactions.
- Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.
- The Expertise We’re Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services experience, we recommend five years Degree and/or other professional certifications such as CFP are helpful The Purpose of Your Role You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client.
- Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.
- As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.
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