Jobs in Oregon - Fidelity Investments

Fidelity Investments
Portland, OR
Retirement

As a Retirement Planner you’re to be seen as a member of the “HR Team” with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement. The Expertise We’re Looking For Bachelor’s degree 7-10 years of financial services experience Series 7,63, 65/66 (required) Life and annuity licenses (required) Certified Financial Planner (C . . .

Fidelity Investments
Portland, OR
Wealth Management

As an Estate Planning Specialist (EPS), you are the primary resource for trust and estate planning services at Fidelity Investments. As a member of a national team, you will partner with Fidelity Financial Consultants to lead estate planning discussions with Fidelity’s High Net Worth customers. You will assist Financial Consultants and their customers by helping the customer to: (1) identify their . . .