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Investment Advisor

2 months ago

Seattle, Washington, United States Fidelity TalentSource LLC Full time



Job Overview:



Financial Consultant

If you are seeking to focus on nurturing client relationships and developing intricate financial strategies, consider a position with a leading firm in the financial sector. Fidelity offers a unique business model with a pre-existing client portfolio and institutional business sources that are unparalleled in the market. We prioritize your professional development, flexibility, and support, paving the way for sustained success for both you and our clients.



Your Role's Objective

As a member of our Investor Center, you will interact directly with clients, providing tailored advice and financial planning services while enhancing the firm's brand presence. We equip you with a comprehensive product platform and premier resources in the financial industry, allowing you to cultivate relationships with an established client base.



Desired Qualifications
  • Proven track record in relationship management, identifying client needs, and proposing effective solutions
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and relevant state registrations OR the capability to obtain Series 65/66 upon hiring
  • Strong aptitude for presenting sophisticated solutions to an informed clientele while establishing trust and credibility
  • A degree and/or professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in achieving these credentials


Skills You Bring
  • Ability to effectively introduce clients to various investment strategies and consolidate additional client assets through engaging, client-focused discussions
  • Attributes such as coachability, collaboration, and curiosity are fundamental to your approach
  • Dedication to delivering exceptional customer experiences with a genuine passion for helping others succeed
  • Driven by results and solution-oriented, you take initiative and consistently exceed client expectations
  • Extensive knowledge of investment products and services


Our Commitment to You

At Fidelity, our greatest asset is our people, and we recognize the importance of a holistic approach to life. We provide a competitive total rewards package, including a stable base salary, to acknowledge associate accomplishments. Our benefit programs are designed to help you and your family achieve a healthy work-life balance. We offer comprehensive training in-branch, regionally, nationally, and virtually to support all facets of your career. You will receive ample training and onboarding to ensure your success.



The Impact You Make
  • Your integrity, insights, interpersonal skills, and meticulous planning enable you to guide and support clients as they strive to achieve their retirement objectives
  • Providing clients with comprehensive investment solutions and retirement strategies tailored to their current and future needs
  • Engaging clients through personal interactions that showcase your communication and relationship-building skills
  • Demonstrating a steadfast commitment to your clients while positively influencing the community

The base salary range for this position is $55,000 - $75,000 per year. Placement within this range will depend on job responsibilities, geographic location, relevant experience, and other factors.

Base salary is only one component of the total compensation package. Depending on the role and eligibility criteria, the offer may also include bonuses or other variable compensation.


We provide a comprehensive array of benefits to accommodate your evolving needs and support you in living your best life both professionally and personally. These benefits encompass extensive health care coverage, emotional well-being support, leading retirement plans, generous paid time off, parental leave, charitable giving matching programs, and educational assistance, including student loan repayment and tuition reimbursement.

Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions.

Our Values

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences the lives of others, including your own. We offer flexible benefits that support you throughout your career journey, empowering you to thrive both at work and at home. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. You do not need a finance background to excel at Fidelity; we provide a variety of learning opportunities to help you build the career you envision.

Fidelity is an equal opportunity employer, committed to attracting, developing, and retaining a diverse workforce by fostering a culture of inclusion and belonging.

Fidelity will accommodate applicants with disabilities who require adjustments to participate in the application or interview process.