Financial Consultant - Portland, ME

Fidelity Investments - Portland, ME

Hiring: Financial Consultant - Portland, ME Company: Fidelity Investments Location: Portland, ME Job Posted Time: 2026-09-13 11:24:03 Employment Type: Full-time / Remote Target Skills & Keywords : CFP, Series 66, Series 7 About the job Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •The Expertise And Skills You Bring •Proven success in building relationships, uncovering needs, and recommending solutions •Demonstrated capacity to present complex solutions to a knowledgeable client base while building rapport and credibility •Demonstrated capacity to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions •Coachable, collaborative, and curious are key attributes •Committed to delivering an outstanding customer experience with a passion for seeing others thrive •Motivated by results and finding solutions, takes initiative and exceeds customer expectations Qualifications: •FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire •Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one Compensation: •$60,000 - $75,000 / year •Flexible work environment (work from home / hybrid options) •Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!