Financial Consultant

5 days ago

Seattle, Washington, United States Fidelity TalentSource LLC Full time

Job Summary:

We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment planning and advice. You will work closely with our team to develop and implement comprehensive financial plans that meet the unique needs of each client.

About the Role:

This is a fantastic opportunity to build a rewarding career in financial services. As a Financial Consultant, you will have the opportunity to work with a diverse range of clients, from individuals to families and businesses. You will be responsible for:

  • Conducting financial needs assessments and developing personalized investment plans
  • Providing ongoing investment advice and guidance to clients
  • Working closely with our team to develop and implement comprehensive financial plans
  • Staying up-to-date with industry trends and developments to ensure you are providing the best possible advice to clients

Requirements:

To be successful in this role, you will need:

  • Previous experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire

What We Offer:

Fidelity Investments is a leading provider of financial services, and we offer a range of benefits to our employees, including:

  • Competitive salary and bonus structure
  • Comprehensive health and wellness benefits
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Education assistance, including student loan repayment and tuition reimbursement

How to Apply:

If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.

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, and we assist companies and non-profit organizations in delivering benefits to their employees. We are committed to building a diverse and inclusive workplace culture that values and respects the contributions of all employees.

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.

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