Investment Consultant

2 weeks ago

Bellevue, Washington, United States Fidelity TalentSource LLC Full time
Job Description:

Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. As an Investment Consultant, you will play a critical role in helping clients make informed investment decisions that align with their values and objectives.

The Purpose of Your Role:

You will work closely with clients to develop customized financial plans that leverage Fidelity's comprehensive range of products and services. Your expertise will be essential in presenting solutions that meet clients' unique needs, and you will be responsible for growing relationships through proactive outreach and referrals.

The Expertise We're Looking For:
  • Effective utilization of Fidelity's guidance tools to engage in financial planning discussions and present solutions that best meet client needs.
  • Leveraging technology to prepare for and conduct efficient one-on-one appointments, making the best use of clients' time, and planning for post-appointment follow-up.
  • Growing relationships through proactive outreach, seeking to understand clients' goals and objectives, and referring them to a wealth management partner based on needs and financial complexity.
  • Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
  • Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
The Skills You Bring:
  • A comprehensive understanding of various investment solutions and the ability to educate customers on the values and differences of each.
  • Exemplary interpersonal skills and ability to grow relationships, taking initiative and exceeding expectations.
  • Outstanding communication and consultative skills, thriving in a fast-paced work environment.
Our Investments in You:

Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. 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 provide training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

The Value You Deliver:

In this role, you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.

Please note that this role requires in-person attendance in the assigned Branch location.

The base salary range for this position is $56,000 - $82,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Note that the application window closes when the position is filled or unposted.

Certifications:

Certified Financial Planner / CFP - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Company Overview

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.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, 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. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at 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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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