Corvallis, OR · On-site
... financial lifecycle. What makes you stand out: * Proven ability to translate into non-tech and sell ... Advise and mentor technology colleagues and team members on technology skills, principles and ...
Corvallis, OR · On-site
... financial lifecycle. What makes you stand out: * Proven ability to translate into non-tech and sell ... Advise and mentor technology colleagues and team members on technology skills, principles and ...
... financial lifecycle. What makes you stand out: * Proven ability to translate into non-tech and sell ... Advise and mentor technology colleagues and team members on technology skills, principles and ...
... financial lifecycle. What makes you stand out: * Proven ability to translate into non-tech and sell ... Advise and mentor technology colleagues and team members on technology skills, principles and ...
$38.1K - $48.4K
3% of jobs
$48.4K - $58.8K
3% of jobs
$58.8K - $69.2K
10% of jobs
$69.2K - $79.6K
9% of jobs
$79.8K is the 25th percentile. Wages below this are outliers.
$79.6K - $90K
11% of jobs
$90K - $100.3K
8% of jobs
The median wage is $107.1K / yr.
$100.3K - $110.7K
11% of jobs
$110.7K - $121.1K
10% of jobs
$121.1K - $131.5K
10% of jobs
$134.1K is the 75th percentile. Wages above this are outliers.
$131.5K - $141.9K
8% of jobs
$141.9K - $152.2K
19% of jobs
$38.1K
$108K
$152.2K
A Fidelity Financial Advisor helps clients manage their investments, plan for retirement, and achieve financial goals. They provide personalized financial guidance, recommend investment strategies, and ensure clients understand their options. Advisors work within Fidelity’s framework, leveraging its resources and technology to deliver tailored financial solutions. The role requires strong relationship-building skills and a deep understanding of financial markets.
A typical day for a Fidelity Financial Advisor involves meeting with clients to assess their financial goals, reviewing and updating portfolio strategies, and conducting market research to recommend suitable investment options. Advisors also spend time preparing detailed financial plans, following up on client inquiries, and staying current on regulatory and market developments. The role requires close collaboration with internal partners such as relationship managers, client service teams, and investment specialists to deliver comprehensive financial solutions. This collaborative and client-focused environment ensures advisors can provide personalized advice and maintain strong, ongoing client relationships.
To thrive as a Fidelity Financial Advisor, you need a solid understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant securities licenses (such as Series 7 and 66). Familiarity with financial planning software, CRM systems, and market analysis tools is crucial for day-to-day operations. Strong interpersonal skills, active listening, and the ability to build trust are key soft skills that differentiate top advisors. These qualifications enable you to effectively guide clients toward their financial goals while upholding industry standards and fostering long-term client relationships.
For Fidelity Financial Advisor jobs in Oregon, the most frequently searched job titles are:
The top searched job categories for Fidelity Financial Advisor jobs in Oregon are:
Full-time
Medical, Retirement
Posted 13 days ago
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Enterprise Architect at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As a Senior Enterprise Architect on the MMA Enterprise Architecture team, you will enable business and IT leaders to make investment decisions that balance and prioritize current operational demands, disruptions, and opportunities with the longer-term strategic vision of the organization. You will provide technology guidance, road maps, principles, standards, and best practices within a set of Capability Domains.
What you need to have:
5-7 years of Enterprise Architecture experience
Sound experience of building out enterprise technical solutions and strategies
Leadership experience in managing multiple, large, cross-functional teams or projects, and influencing senior level management and key stakeholders.
Proven experience as a domain architect or enterprise architect supporting a large insurance or brokerage organization, with direct accountability for architecting capabilities across complex, high-volume operational platforms and business processes that are core to the client, policy, service, and financial lifecycle.
What makes you stand out:
Proven ability to translate into non-tech and sell a vision successfully to both IT and Business stakeholders
Demonstrated ability to align business objectives with IT strategy by translating complex insurance operating model requirements into clear, actionable architectural roadmaps that drive business transformation, operational excellence, and scalable platform modernization.
An understanding of Insurance Broking, Risk Management or Employee Benefits processes and solutions
Experience in large scale application rationalization programs.
TOGAF Enterprise Architecture Certification
What can you expect:
Within your first 3-12 months you will evaluate existing projects, assess the required business capabilities, drive target landscape, and create roadmaps that delivers the necessary functionality to drive the business
Participate in the design and buildout of MMA's business unit Enterprise Architecture group, including architecture review standards, key principles and core processes.
We will count on you to:
Become our Subject Matter Expert for one or more business capability domains, with the ability to quickly understand complex upstream and downstream process dependencies across core servicing, transaction, and operational workflows.
Provides overall direction, guidance, and definition of IT architecture within your domain(s) to effectively support the corporate business strategy.
Provide critical review and feedback on proposals and initiatives; providing technical expertise for projects on a consulting and troubleshooting basis
Develop implementation proposals for new applications, capabilities, and services
Partner with project sponsors and business users to understand solution requirements and needs, especially within complex servicing environments that depend on tightly integrated workflows, high data fidelity, and operational resilience
Manage the development of supporting application components, interface/design of systems as well as the deployment of new systems /services
Ensure quality of technology deliverables by contributing to and communication of standards and best practices for development, quality assurance, security, and service on-boarding
Keep current with industry trends (including solution architecture frameworks and patterns, emerging technologies, best practices); communicate opportunities to benefit from new trends and technologies to leadership and business unit peers and leaders
Advise and mentor technology colleagues and team members on technology skills, principles and processes/technologies to leadership and business unit peers and leaders
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote work
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
#LI-REMOTE
The applicable base salary range for this role is $115,800 to $202,700.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:September 14, 2026