Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model ... Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA ...
Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model ... Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA ...
Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model ... Certified Financial Planner ® / CFP- ® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA ...
Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model ... Certified Financial Planner ® / CFP- ® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA ...
Financial Planner
Lake Oswego, OR · Hybrid
$80K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... RSUs) and investment model portfolios. * Knowledge of insurance products (life, disability ... A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual ...
Financial Planner
Lake Oswego, OR · Hybrid
$80K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... RSUs) and investment model portfolios. * Knowledge of insurance products (life, disability ... A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual ...
Financial Planner
Lake Oswego, OR · On-site
$80K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... RSUs) and investment model portfolios. * Knowledge of insurance products (life, disability ... A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual ...
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Financial Planner
Lake Oswego, OR · On-site
$80K - $105K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... RSUs) and investment model portfolios. * Knowledge of insurance products (life, disability ... A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual ...
Marine Real Estate Development Manager
Portland, OR · On-site +1
$115K - $169K/yr
Medical
Life
Retirement
PTO
Port of Portland Headquarters - 7200 NE Airport Way, Portland 97218, OR Job Type: Full-Time ... Conduct Financial Feasibility Analysis: analyze financial models, pro formas, feasibility studies ...
Marine Real Estate Development Manager
Portland, OR · On-site +1
$115K - $169K/yr
Medical
Life
Retirement
PTO
Port of Portland Headquarters - 7200 NE Airport Way, Portland 97218, OR Job Type: Full-Time ... Conduct Financial Feasibility Analysis: analyze financial models, pro formas, feasibility studies ...
Financial Consultant - Vancouver, WA
Vancouver, WA · On-site
$60K - $75K/yr
Medical
Retirement
PTO
Financial Consultant If you no longer want to spend your time on sourcing new clients and would ... Working Model Fidelity is transitioning to a full-time onsite working model through a phased ...
Financial Consultant - Vancouver, WA
Vancouver, WA · On-site
$60K - $75K/yr
Medical
Retirement
PTO
Financial Consultant If you no longer want to spend your time on sourcing new clients and would ... Working Model Fidelity is transitioning to a full-time onsite working model through a phased ...
Financial Consultant - Vancouver, WA
Vancouver, WA · On-site
$60K - $75K/yr
Medical
Retirement
PTO
Financial Consultant If you no longer want to spend your time on sourcing new clients and would ... Working Model Fidelity is transitioning to a full-time onsite working model through a phased ...
Financial Consultant - Vancouver, WA
Vancouver, WA · On-site
$60K - $75K/yr
Medical
Retirement
PTO
Financial Consultant If you no longer want to spend your time on sourcing new clients and would ... Working Model Fidelity is transitioning to a full-time onsite working model through a phased ...
Financial Consultant - Vancouver, WA
$60K - $75K/yr
Medical
Retirement
PTO
Financial Consultant If you no longer want to spend your time on sourcing new clients and would ... Working Model Fidelity is transitioning to a full-time onsite working model through a phased ...
Financial Consultant - Vancouver, WA
$60K - $75K/yr
Medical
Retirement
PTO
Financial Consultant If you no longer want to spend your time on sourcing new clients and would ... Working Model Fidelity is transitioning to a full-time onsite working model through a phased ...
Director of Accounting and Corporate Controller
Portland, OR · On-site
$150K - $250K/yr
Medical
Dental
Vision
Retirement
PTO
Strong Excel and financial modeling skills - your models are both accurate and maintainable ... Compensation and Benefits If hired for this full-time role, you will receive: * Cash compensation ...
Director of Accounting and Corporate Controller
Portland, OR · On-site
$150K - $250K/yr
Medical
Dental
Vision
Retirement
PTO
Strong Excel and financial modeling skills - your models are both accurate and maintainable ... Compensation and Benefits If hired for this full-time role, you will receive: * Cash compensation ...
Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model ... related financial activities and the rules and regulations of numerous self-regulatory ...
New
Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model ... related financial activities and the rules and regulations of numerous self-regulatory ...
New
Project Manager - Accounting & Finance
Portland, OR · On-site
$60 - $85/hr
Medical
Dental
Vision
Life
Retirement
PTO
Consulting Hybrid up to 3 Days Onsite Full time Portland Oregon United States Consulting On Demand ... Strong familiarity with financial reporting standards and regulatory compliance frameworks.
Project Manager - Accounting & Finance
Portland, OR · On-site
$60 - $85/hr
Medical
Dental
Vision
Life
Retirement
PTO
Consulting Hybrid up to 3 Days Onsite Full time Portland Oregon United States Consulting On Demand ... Strong familiarity with financial reporting standards and regulatory compliance frameworks.
Director, Internal Audit and Risk Management
$155K - $213K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In-depth knowledge of auditing standards, regulatory compliance requirements, financial modeling ... PORTLAND, OR Department: CFO Schedule: Full Time, 100% onsite Hiring Range: $155,300 - $213,510 ...
Director, Internal Audit and Risk Management
$155K - $213K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In-depth knowledge of auditing standards, regulatory compliance requirements, financial modeling ... PORTLAND, OR Department: CFO Schedule: Full Time, 100% onsite Hiring Range: $155,300 - $213,510 ...
Director, Internal Audit and Risk Management
Portland, OR · On-site
$155K - $213K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In-depth knowledge of auditing standards, regulatory compliance requirements, financial modeling ... PORTLAND, OR Department: CFO Schedule: Full Time, 100% onsite Hiring Range: $155,300 - $213,510 ...
Director, Internal Audit and Risk Management
Portland, OR · On-site
$155K - $213K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In-depth knowledge of auditing standards, regulatory compliance requirements, financial modeling ... PORTLAND, OR Department: CFO Schedule: Full Time, 100% onsite Hiring Range: $155,300 - $213,510 ...
Director, Internal Audit and Risk Management
$155K - $213K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In-depth knowledge of auditing standards, regulatory compliance requirements, financial modeling ... PORTLAND, OR Department: CFO Schedule: Full Time, 100% onsite Hiring Range: $155,300 - $213,510 ...
Director, Internal Audit and Risk Management
$155K - $213K/yr
Medical
Dental
Vision
Life
Retirement
PTO
In-depth knowledge of auditing standards, regulatory compliance requirements, financial modeling ... PORTLAND, OR Department: CFO Schedule: Full Time, 100% onsite Hiring Range: $155,300 - $213,510 ...
Symmetry Financial prides itself in recognizing the promise, enthusiasm, and talent in its ... Excellent average pay: Part-time- 32,000$/ year Full-time- 100,000$/ year Manager- over 200,000 ...
Symmetry Financial prides itself in recognizing the promise, enthusiasm, and talent in its ... Excellent average pay: Part-time- 32,000$/ year Full-time- 100,000$/ year Manager- over 200,000 ...
Life Insurance Agent
Portland, OR · On-site
Symmetry Financial prides itself in recognizing the promise, enthusiasm, and talent in its ... Excellent average pay: Part-time- 32,000$/ year Full-time- 100,000$/ year Manager- over 200,000 ...
Life Insurance Agent
Portland, OR · On-site
Symmetry Financial prides itself in recognizing the promise, enthusiasm, and talent in its ... Excellent average pay: Part-time- 32,000$/ year Full-time- 100,000$/ year Manager- over 200,000 ...
Director, Planning Continuous improvement
$166K - $265K/yr
Medical
Dental
Vision
Life
PTO
Develop business cases, financial models, and investment strategies supporting supply chain ... Job - Supply Chain & Operations Schedule - Full time Shift - No shift premium (United States of ...
Director, Planning Continuous improvement
$166K - $265K/yr
Medical
Dental
Vision
Life
PTO
Develop business cases, financial models, and investment strategies supporting supply chain ... Job - Supply Chain & Operations Schedule - Full time Shift - No shift premium (United States of ...
Tech Consultant (Finance)
Portland, OR · On-site
Medical
Dental
Vision
Life
Retirement
... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... Full-time employees are eligible for education assistance and generous Leave policies including 12 ...
Tech Consultant (Finance)
Portland, OR · On-site
Medical
Dental
Vision
Life
Retirement
... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... Full-time employees are eligible for education assistance and generous Leave policies including 12 ...
Tech Consultant (Finance)
Portland, OR · On-site
Medical
Dental
Vision
Life
Retirement
... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... Full-time employees are eligible for education assistance and generous Leave policies including 12 ...
Tech Consultant (Finance)
Portland, OR · On-site
Medical
Dental
Vision
Life
Retirement
... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... Full-time employees are eligible for education assistance and generous Leave policies including 12 ...
Tech Consultant (Finance)
Portland, OR · On-site
Medical
Dental
Vision
Life
Retirement
... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... Full-time employees are eligible for education assistance and generous Leave policies including 12 ...
Tech Consultant (Finance)
Portland, OR · On-site
Medical
Dental
Vision
Life
Retirement
... (FP&A) planning tools such as IBM Planning Analytics and/or SAP Planning Analytics. This role ... Full-time employees are eligible for education assistance and generous Leave policies including 12 ...
Full Time Financial Modeling information
What is the difference between Full Time Financial Modeling vs Financial Analyst?
| Aspect | Full Time Financial Modeling | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, certifications like CFA or FMVA often preferred | Bachelor's degree, certifications like CFA or CPA common |
| Work Environment | Primarily project-based, focused on building models and analysis | Broader analysis, reporting, and data interpretation |
| Employer & Industry Usage | Finance, investment banking, corporate finance departments | Corporate, banking, consulting firms across industries |
| Comparison Search Intent | High overlap in skills and certifications, often compared for career paths | Broader role, but often compared in finance career progression |
Full Time Financial Modeling focuses on creating detailed financial models for decision-making, while Financial Analysts perform broader financial analysis, reporting, and strategic recommendations. Both roles require similar credentials and are common in finance industries, but their scope and daily tasks differ.
What are the most commonly searched types of Financial Modeling jobs in Portland, OR? The most popular types of Financial Modeling jobs in Portland, OR are:
What are popular job titles related to Full Time Financial Modeling jobs in Portland, OR? For Full Time Financial Modeling jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Full Time Financial Modeling jobs in Portland, OR look for? The top searched job categories for Full Time Financial Modeling jobs in Portland, OR are:
What cities near Portland, OR are hiring for Full Time Financial Modeling jobs? Cities near Portland, OR with the most Full Time Financial Modeling job openings:
Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- 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
- Ability 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
- Extensive knowledge of investment solutions
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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