Financial Consultant

3 weeks 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 Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement comprehensive investment plans to help clients achieve their financial objectives
  • Provide ongoing support and guidance to clients to ensure they are on track to meet their financial goals
  • Stay up-to-date with industry trends and developments to provide clients with the best possible advice
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 services or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer

Fidelity Investments offers 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 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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

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