Financial Services Representative

2 weeks ago

Tukwila, Washington, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. We are seeking a highly skilled Financial Services Representative to join our team.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized financial planning and investment advice to clients.
  • Develop and implement comprehensive financial plans to help clients achieve their goals.
  • Stay up-to-date with industry trends and developments to provide the best possible advice to clients.
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.
  • Excellent communication and interpersonal skills.
  • 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.
  • Comprehensive health care coverage and emotional well-being support.
  • Market-leading retirement plan and 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.
About Fidelity

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, 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.

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.

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