Financial Consultant - Vancouver, WA

Fidelity•Portland, WA

2d•$60,000 - $75,000

About The Position

As a Financial Consultant working in Fidelity’s Investor Center, you will meet with clients face-to-face to provide mentorship and personalized financial planning while helping expand the firm’s brand. You will develop relationships with an existing client base, identify client needs, recommend solutions, thoughtfully introduce investment strategies, and engage in client-centered discussions about bringing together additional client assets. Fidelity provides an open-architecture product platform, institutional sources of business, and training and support to help consultants build their businesses and serve clients. The role is transitioning toward a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve. The position offers a base salary of $60,000 to $75,000 per year. Placement within the range depends on responsibilities, scope, geographic location, relevant experience, and other factors. Depending on eligibility and position, compensation may also include a bonus or other variable compensation. Fidelity offers training in-branch, regionally, nationally, and virtually, along with a total rewards and benefits package.

Requirements

Proven success in building relationships, uncovering needs, and recommending solutions.
FINRA Series 7 license and Series 66 license, or the ability to acquire Series 66 upon hire.
Insurance license required.
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Ability to thoughtfully introduce investment strategies and engage in client-centered discussions about additional client assets.
Extensive knowledge of investment solutions.
Committed to delivering an outstanding customer experience and motivated to help others thrive.
Motivated by results, takes initiative, finds solutions, and exceeds customer expectations.
Coachable, collaborative, and curious.

Nice To Haves

A degree or equivalent experience and/or other professional certifications are helpful.
CFP certification or a degree; Fidelity’s tuition reimbursement program may help associates acquire one.

Responsibilities

Engage face-to-face with clients in an Investor Center.
Provide clients with mentorship and personalized planning.
Build relationships with an existing client base and uncover client needs.
Recommend solutions and introduce clients to investment strategies.
Engage in positive, client-centered discussions about bringing together additional client assets.
Help expand the reach of Fidelity’s brand.
Deliver an outstanding customer experience.

Benefits

Stable base salary.
Comprehensive health care coverage.
Emotional well-being support.
Retirement benefits.
Paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment and tuition reimbursement.
Learning resources and training to support career development.
Bonus or other variable compensation may be included depending on the position and eligibility.