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Vice President, Executive Planning Consultant - Washington State & Oregon

Fidelity InvestmentsPortland, OR

$96,000–210,000/yr

Posted Oct 16, 2026

What you’d do

Serve as a financial advisor and relationship manager to senior executives at workplace benefit plan clients, providing financial planning, retirement income strategies, investment guidance and asset management. Must reside in the Greater Seattle area; full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

  • Reside in Greater Seattle area
  • Series 7 and Series 66 licenses
  • Bachelor's degree
  • Obtain insurance license within six months
  • CFP designation preferred

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