Financial Consultant

4 weeks ago


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

Fidelity Investments is seeking a talented Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their objectives.
  • Provide expert advice on investment strategies and products to help clients make informed decisions.
  • Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice.
What We Offer
  • A competitive salary range of $55,000 - $75,000 per year, based on experience and qualifications.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
  • Previous experience in a financial services role, with a strong understanding of investment products and strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • A bachelor's degree in a related field, or equivalent experience.
Why Join Fidelity?

Fidelity Investments is a leading provider of financial services, with a reputation for excellence and a commitment to helping our clients achieve their financial goals. As a Financial Consultant with Fidelity, you will have the opportunity to work with a talented team of professionals, and to make a real difference in the lives of our clients.

We are an equal opportunity employer, and welcome applications from diverse candidates. If you are a motivated and experienced Financial Consultant looking for a new challenge, we encourage you to apply.


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