Investment Operations Specialist

3 days ago


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

We are seeking a highly skilled and motivated Investment Operations Specialist to join our team at Fidelity Investments. As an Investment Operations Specialist, you will play a critical role in supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future.

Key Responsibilities
  • Engage face-to-face with clients, offering guidance and personalized planning to help them achieve their financial goals.
  • Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions to meet their objectives.
  • Collaborate with cross-functional teams to deliver exceptional client experiences and drive business growth.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices in investment operations.
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 success in building relationships, uncovering needs, and recommending solutions.
  • Strong communication and interpersonal skills, with the ability to present complex solutions to clients.
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
What We Offer

At Fidelity Investments, we offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are 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.

Why Join Fidelity?

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a range of opportunities for learning so you can build the career you've always imagined. Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to work from the comfort of your own home or in one of our offices.

Equal Opportunity Employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We welcome those with experience in jobs such as Billing and Posting Clerk, Payroll Specialist, and Retail Sales Representative and others in the Accounting and Finance to apply.



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