Investment Consultant

1 week ago


Bellevue, 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 play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.

Key Responsibilities
  • Develop and implement 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.
  • Effectively utilize Fidelity's guidance tools to present solutions and service offerings that best meet client needs.
  • Leverage technology to prepare for and conduct efficient one-on-one appointments and plan for post-appointment follow-up.
  • Grow relationships through proactive outreach and seek to understand clients' goals and objectives.
Requirements
  • 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.
What We Offer

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our 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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

About Fidelity Investments

Fidelity Investments is a leading provider of financial services and investment products. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.


  • Investment Consultant

    2 weeks ago


    Bellevue, Washington, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in helping clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using Fidelity's...


  • Bellevue, Washington, United States Fidelity Investments Full time

    Job Description:As an Investment Consultant at Fidelity Investments, you will play a critical role in helping clients achieve their financial goals. This is a unique opportunity to work with a leading financial services company that prioritizes client relationships and provides a supportive work environment.The Role:You will be responsible for developing...

  • Investment Consultant

    3 weeks ago


    Bellevue, Washington, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals and objectives.About the Role:This is a unique opportunity to work in a fast-paced and dynamic environment...


  • Bellevue, Washington, United States Fidelity Investments Full time

    Job Description:As an Investment Consultant at Fidelity Investments, you will play a critical role in helping clients achieve their financial goals. Your expertise in financial planning and investment solutions will enable you to develop customized plans that meet the unique needs of each client.The Purpose of Your RoleWorking in our Investor Center, you...

  • 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...


  • Bellevue, Washington, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Financial Consultant OpportunityMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.Key...


  • Bellevue, Washington, United States Wells Fargo Full time

    Mortgage Sales ConsultantAt Wells Fargo, we're looking for a skilled Mortgage Sales Consultant to join our team. As a Mortgage Sales Consultant, you will be responsible for soliciting residential mortgages from various sources and producing high-quality loans that are compliant with regulatory requirements.Key Responsibilities:Solicit residential mortgages...

  • Financial Consultant

    3 weeks ago


    Bellevue, Washington, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to wealth management combines creative problem-solving with a passion for helping others achieve their financial goals.About the RoleAs a Financial Consultant, you'll work closely with existing Schwab...


  • Bellevue, Washington, United States mejuri Full time

    About MejuriWe're a fine jewelry brand redefining luxury for the modern woman. Our mission is to empower women to invest in themselves and their loved ones with high-quality, responsibly-sourced jewelry.Role PurposeAs a Seasonal Stylist, you'll be the first point of contact for our customers, creating a warm and inviting experience that feels like shopping...


  • Bellevue, Washington, United States T-Mobile Full time

    Job Title: Sr. Business Strategist - VoiceAt T-Mobile, we're committed to investing in our employees' growth and success. Our Total Rewards Package ensures that team members receive a competitive base salary and compensation package, as well as multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...


  • Bellevue, Washington, United States T-Mobile Full time

    Job Title: Sr. Business Strategist - Advanced SolutionsAt T-Mobile, we're committed to investing in our employees' growth and success. Our Total Rewards Package ensures that team members receive a competitive base salary and compensation package, as well as multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan,...


  • Bellevue, Washington, United States Equitable Advisors Full time

    Unlock Your Potential as a Financial ExpertAt Equitable Advisors, we're dedicated to empowering financial professionals to excel in their careers. As a Financial Expert, you'll play a vital role in delivering top-tier financial advice and tailored strategies to discerning client segments.Key Responsibilities:Conduct personalized consultations with potential...

  • Project Director

    23 hours ago


    Bellevue, Washington, United States Prowess Consulting Full time

    About the RoleProwess Consulting is seeking a seasoned Technical Project Manager to drive compliance initiatives across our engineering organizations. This is a full-time role that requires on-site presence 2-3 days a week. Only candidates residing in the greater Seattle area will be considered.Key ResponsibilitiesOwn and drive compliance sign-off...


  • Bellevue, Washington, United States Charles Schwab Full time

    Job OpportunityWealth and Advice Solutions at Charles Schwab is seeking a highly skilled Tax Trust and Estate Specialist to join our team. As a key member of our Wealth Strategies Consulting Group, you will play a critical role in addressing complex wealth management needs of clients through our Planning and Wealth Strategy teams.The Tax, Trust and Estate...


  • Bellevue, Washington, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled Tax, Trust, and Estate Specialist to join our Wealth Management team at Charles Schwab. As a key member of our Wealth Strategies Consulting Group, you will be responsible for providing expert advice to high-net-worth clients on complex tax, trust, and estate matters.Key ResponsibilitiesDevelop and maintain strong...


  • Bellevue, Washington, United States Equitable Advisors LLC Full time

    Job SummaryWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team of Financial Professionals. As a key member of our team, you will have the opportunity to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service.ResponsibilitiesYou...


  • Bellevue, Washington, United States Prowess Consulting Full time

    About the RoleProwess Consulting is seeking a skilled Communications Specialist to join our team and support our client's Global Employee and Executive Communications team.This part-time role requires approximately 20 hours of work per week, which can be handled remotely from one of the following states: Arizona, California, Colorado, Connecticut, Georgia,...


  • Bellevue, Washington, United States Charles Schwab Full time

    Job OpportunityWealth and Advice Solutions at Charles Schwab is seeking a highly skilled Tax, Trust, and Estate Specialist to join our team. As a key member of our Wealth Strategies Consulting Group, you will provide expert advice to high-net-worth clients on complex wealth management needs, including tax, trust, and estate planning.Key...


  • Bellevue, Washington, United States Charles Schwab Full time

    Job Title: Tax and Estate SpecialistJoin Charles Schwab's Wealth Management organization as a Tax and Estate Specialist. This role is part of a specialized team that provides great value and benefits to Schwab clients.About the RoleThis position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth...


  • Bellevue, Washington, United States Microsoft Full time

    Job DescriptionAs a Technical Architect at Microsoft Innovation Hub, you will play a key role in helping customers create and implement a vision and strategy for their digital transformation. You will be an integral part of their transformation journey, challenging their ways of thinking and helping them realize and adopt the benefits of our...