Financial Consultant

3 weeks ago


Seattle, Washington, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled Financial Consultant to join our team at Fidelity TalentSource LLC. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial planning and investment advice to clients
  • Conduct thorough financial assessments to identify clients' needs and goals
  • Develop and implement customized investment strategies to meet clients' objectives
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
  • Stay up-to-date on industry trends and developments to provide clients with the latest information and insights
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 success in building relationships, uncovering needs, and recommending solutions
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A supportive and collaborative work environment that empowers professional growth and flexibility
  • A comprehensive benefits package, including health care coverage, retirement plans, and paid time off
About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services and investment solutions. We are committed to helping our clients achieve their financial goals and objectives through personalized service and expert advice.



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