Financial Career Consultant

6 days ago


Seattle, Washington, United States Fidelity TalentSource LLC Full time

Overview

Fidelity Investments is a leading financial services company that aims to strengthen the financial well-being of our clients. We offer a range of investment products and services, including brokerage accounts, retirement plans, and wealth management solutions.

Job Description:

We are seeking a highly skilled Financial Career Consultant to join our team. As a Financial Career Consultant, you will engage with clients to understand their financial goals and develop personalized plans to help them achieve those goals.

Your Role:

You will work closely with our clients to identify their financial needs and provide tailored guidance on investment strategies, retirement planning, and wealth management. You will also be responsible for building strong relationships with clients, providing exceptional customer service, and helping to grow our business through referrals and new client acquisitions.

Key Responsibilities:

  • Build and maintain strong relationships with existing and new clients
  • Develop and implement customized financial plans to meet clients' unique needs
  • Provide expert advice on investment strategies, retirement planning, and wealth management
  • Identify opportunities to grow business through referrals and new client acquisitions
  • Stay up-to-date on industry trends and best practices in financial services

Requirements:

To succeed as a Financial Career Consultant, you will need to have:

  • A minimum of 2 years of experience in financial services or a related field
  • Strong knowledge of investment products and services, as well as retirement planning and wealth management strategies
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Series 7 and 66 licenses, or ability to obtain within 6 months

Benefits:

We offer a competitive salary, bonus structure, and benefits package, including:

  • Base salary: $55,000 - $75,000 per year
  • Performance-based bonuses
  • Comprehensive health insurance
  • Dental and vision insurance
  • 401(k) plan with company match
  • Tuition reimbursement program

Career Growth Opportunities:

We believe in investing in our employees and offering opportunities for career growth and advancement. As a Financial Career Consultant, you will have access to ongoing training and development programs, as well as opportunities to take on additional responsibilities and contribute to the growth of our business.



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