Financial Advisor

2 days ago


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

Fidelity Investments is a leading financial services company seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement personalized investment plans to help clients achieve their financial objectives
  • Provide ongoing investment advice and guidance to clients to ensure they are on track to meet their goals
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients
  • Collaborate with other Fidelity teams to provide comprehensive financial solutions to clients
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Highly motivated and results-driven individual
What We Offer
  • Competitive base salary and bonus structure
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance
About Fidelity Investments

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 clients' money.

We are committed to building a diverse and inclusive workplace that values and respects the contributions of all employees. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



  • Seattle, Washington, United States LPL Financial Holdings, Inc. Full time

    Join LPL Financial Holdings, Inc. as an Associate Financial AdvisorYour career path should lead to real opportunity and growth. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Boeing Employee Credit Union in Seattle, WA would allow you to join the Investment...


  • Seattle, Washington, United States Advisor Business Solutions Full time

    Job Title: Financial Planning InternAbout the Role:As a Financial Planning Intern at Advisor Business Solutions, you will gain hands-on experience in the financial planning industry. You will assist in the preparation of financial plans, including data gathering, analysis, and plan creation. You will also support client management activities, including...


  • Seattle, Washington, United States Advisor Business Solutions Full time

    Financial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...


  • Seattle, Washington, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This opportunity at Boeing Employee Credit Union in Seattle, WA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.As a Financial Advisor, you will be part of...


  • Seattle, Washington, United States LPL Financial Full time

    Financial Advisor Opportunity at Alliant Credit UnionAre you a motivated and experienced financial professional looking to grow your career and business? We have an exciting opportunity for a Financial Advisor to join our team at Alliant Credit Union in Seattle, WA.About the RoleAs a Financial Advisor associated with LPL Financial, you will have the...


  • Seattle, Washington, United States Trajan Wealth LLC Full time

    About Trajan Wealth LLCTrajan Wealth LLC is a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA). We are expanding our footprint into the Seattle area and seeking a seasoned Financial Advisor to join our team.Job PurposeAs a Financial Advisor at Trajan Wealth LLC, you...


  • Seattle, Washington, United States BECU Full time

    About the RoleBECU is seeking a highly skilled Associate Financial Advisor to join our team. As a key member of our Investment Services team, you will play a pivotal role in providing personalized investment services and recommendations to our member clients.Key ResponsibilitiesPartner with Financial Advisors to develop and execute investment strategies for...


  • Seattle, Washington, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Financial Services Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...


  • Seattle, Washington, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...


  • Seattle, Washington, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our financial services team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to clients.Key ResponsibilitiesGather information and collect suitability...


  • Seattle, Washington, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor Opportunity at Alliant Credit UnionAre you a motivated and experienced financial services professional looking to grow your career and business? We have an exciting opportunity for a Financial Advisor to join our team at Alliant Credit Union in Seattle, WA.About the RoleAs a Financial Advisor associated with LPL Financial, you will have the...


  • Seattle, Washington, United States Raymond James Financial Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will be responsible for delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesProvide exceptional...


  • Seattle, Washington, United States Highline College, WA Full time

    Job SummaryWe are seeking a highly skilled Financial Aid Advisor to join our team at Highline College. As a key member of our student services department, you will be responsible for providing exceptional support to students, staff, and external agencies regarding financial aid programs.Key ResponsibilitiesProvide consumer information regarding financial aid...


  • Seattle, Washington, United States Bank of America Full time

    Merrill Financial Solutions AdvisorAt Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a critical role in providing personalized advice and guidance to high-net worth clients, helping them navigate the complexities of wealth management and achieve their long-term...


  • Seattle, Washington, United States Highline College, WA Full time

    Job SummaryHighline College, WA is seeking a highly skilled and experienced Financial Aid Advisor to join our team. As a key member of our Student Services department, you will be responsible for providing exceptional support to students, staff, and external agencies in navigating the complexities of financial aid.Key ResponsibilitiesProvide expert guidance...


  • Seattle, Washington, United States International Search Consultants Full time

    {"title": "Senior Client Advisor", "description": "Job SummaryWe are seeking a seasoned financial professional to join our team as a Senior Client Advisor. This role will play a pivotal part in expanding our client base and making a lasting impact within a collaborative and dynamic environment.Key ResponsibilitiesManage high-net-worth client relationships,...


  • Seattle, Washington, United States International Search Consultants Full time

    Senior Client AdvisorOur client, a rapidly growing and well-established organization, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact...


  • Seattle, Washington, United States International Search Consultants Full time

    Senior Client AdvisorOur client, a rapidly growing and well-established organization, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact...


  • Seattle, Washington, United States Creative Financial Staffing Full time

    About the Position:Creative Financial Staffing is working with a well-established general contractor in the Pacific Northwest to find a skilled Controller to join their growing team.The Controller will be responsible for providing financial planning and forecasting, debt financing, and budget management functions, including metric reporting, cost structure...


  • Seattle, Washington, United States Raymond James Financial Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will be responsible for delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesProvide exceptional...