Investment Advisor

2 weeks ago

Seattle, Washington, United States Fidelity TalentSource LLC Full time



Job Overview:



Financial Consultant

If you are looking to shift your focus from acquiring new clients to nurturing existing relationships and developing intricate financial strategies, consider a role with a prominent leader in the financial services sector. Fidelity offers a unique business model that includes a robust client base and institutional business referrals, providing you with unparalleled opportunities in the industry. At Fidelity, we prioritize your professional development, flexibility, and support, ensuring long-term success for both you and your clients.



Your Role's Purpose

As a member of our Investor Center, you will interact directly with clients, providing tailored guidance and financial planning services while enhancing the firm's brand presence. We equip you with a comprehensive product platform and top-tier resources in the financial sector, allowing you to cultivate relationships with an established clientele.



Qualifications We Seek
  • Demonstrated success in relationship building, 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 hire
  • Strong ability to articulate complex financial solutions to an informed client base while establishing trust and credibility
  • A degree and/or relevant professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one


Skills You Bring
  • Ability to thoughtfully introduce clients to various investment strategies and consolidate additional client assets through engaging, client-focused discussions
  • Being open to coaching, collaborative, and inquisitive are your core attributes
  • Dedicated to delivering an exceptional customer experience with a passion for helping others succeed
  • Driven by results and solution-oriented, you take initiative and consistently exceed client expectations
  • Extensive understanding of investment products and solutions


Our Commitment to You

Fidelity's greatest asset is our workforce, and we believe in a holistic approach to life. We provide a competitive total rewards package, including a stable base salary, to acknowledge employee achievements. Our benefit programs are designed to help you and your family achieve a healthy work-life balance. We offer comprehensive training opportunities in-branch, regionally, nationally, and virtually to support all aspects of your career.



The Value You Provide
  • Your integrity, insights, interpersonal skills, and meticulous planning enable you to guide and support clients as they strive to achieve their retirement objectives
  • Assisting clients by delivering comprehensive investment solutions and retirement strategies tailored to their current and future needs
  • Effectively engaging clients through personal interactions, showcasing your communication and relationship-building abilities
  • Your unwavering commitment to clients allows you to make a positive impact within 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 position and eligibility criteria, the offer may also include bonuses or other variable compensation.


We provide a comprehensive array of benefits to support your evolving needs and help you thrive both professionally and personally. These benefits encompass extensive health care coverage, emotional well-being support, market-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 firm 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 providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.



Our Values

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively influences lives, including your own. We offer flexible benefits that support you throughout your career journey, empowering you to excel 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 in 2024. A finance background is not a prerequisite for success at Fidelity; we provide a variety of learning opportunities to help you create the career you envision.



Fidelity values honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain roles may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will be required to complete a background investigation, which may include criminal, civil litigation, regulatory reviews, employment, education, and credit checks. These investigations will cover a history of 7 years or more, depending on the role. Where permitted by federal or state law, Fidelity may also conduct a pre-employment drug screening.



Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to foster a culture of inclusion and belonging.

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

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