Financial Consultant

3 weeks ago


Seattle, Washington, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial planning and investment advice to clients
  • Conduct thorough financial assessments to identify clients' needs and goals
  • Develop and implement customized investment strategies to meet clients' objectives
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous experience in financial planning and investment advice
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Keen analytical and problem-solving skills
What We Offer
  • A competitive base salary range of $55,000 - $75,000 per year
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development, including training and education programs
  • A collaborative and supportive work environment
  • The chance to work with a leading financial services company and make a meaningful impact on our clients' lives
About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

We are committed to building a diverse and inclusive workplace culture that values and respects the contributions of all employees. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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