Investment Consultant

2 months ago

Lynnwood, Washington, United States Fidelity Investments Full time

About the Role

We are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.

Key Responsibilities

  • Develop customized financial plans for clients using Fidelity's planning tools and expertise
  • Engage with existing clients and warm leads to provide investment solutions and grow relationships
  • Utilize technology to prepare for and conduct efficient one-on-one appointments and plan for post-appointment follow-up
  • Grow relationships through proactive outreach and refer clients 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

Requirements

  • Comprehensive understanding of various investment solutions and 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

About Fidelity Investments

Fidelity Investments is a stable industry leader that empowers professional flexibility, growth, and support, enabling long-term success for our associates and clients. 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.

What We Offer

  • Competitive base salary range: $56,000 - $82,000 per year
  • Variable compensation and bonus opportunities
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement and generous paid time off and parental leave
  • Charitable giving employee match program and educational assistance

Certifications:

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

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