Investment Operations Specialist

2 days ago


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

Fidelity Investments is seeking a skilled Financial Consultant to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
  • Develop and implement comprehensive financial plans, leveraging your expertise in investment solutions and retirement planning.
  • Collaborate with colleagues to ensure seamless client experiences and drive business growth.
  • Stay up-to-date with industry trends and regulatory requirements, applying your knowledge to enhance client outcomes.
Requirements
  • FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and state registrations (or ability to acquire upon hire).
  • Strong communication and interpersonal skills, with a keen ability to present complex solutions to clients.
  • Degree and/or professional certifications (CFP) are a plus, with our Tuition Reimbursement program available to support your development.
What We Offer
  • A competitive total rewards package, including a stable base salary and comprehensive benefits.
  • Training and development opportunities to enhance your skills and career growth.
  • A dynamic, supportive work environment that values diversity, equity, and inclusion.
Why Join Fidelity?

At Fidelity, we're committed to helping our clients achieve their financial goals. As a Financial Consultant, you'll have the opportunity to make a meaningful impact on people's lives, while enjoying a rewarding career with a stable industry leader.



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