Financial Consultant - Seattle, WA

Fidelity Investments•Seattle, WA

1d•$60,000 - $75,000

About The Position

The Financial Consultant works in Fidelity’s Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role supports an existing client base and uses Fidelity’s institutional business feeders, open-architecture product platform, and financial-industry resources to nurture client relationships and support long-term success. The consultant introduces clients to investment strategies, identifies their needs, recommends solutions, and helps bring together additional client assets through positive, client-centered discussions. Fidelity provides training in-branch, regionally, nationally, and virtually. The position has a stated base salary range of $60,000–$75,000 per year; placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Bonus or other variable compensation may also be included, depending on the position and eligibility requirements.

Requirements

Proven success in building relationships, uncovering needs, and recommending solutions.
FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Ability to thoughtfully introduce clients to different investment strategies and engage in positive, client-centered discussions.
Coachable, collaborative, and curious.
Committed to delivering an outstanding customer experience and passionate about seeing others thrive.
Motivated by results and finding solutions; takes initiative and exceeds customer expectations.
Extensive knowledge of investment solutions.

Nice To Haves

A degree or equivalent experience and/or other professional certifications are helpful.
A Certified Financial Planner (CFP) certification or degree; Fidelity offers tuition reimbursement that 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, uncover client needs, and recommend solutions.
Present complex solutions to a knowledgeable client base while building rapport and credibility.
Introduce clients to different investment strategies through positive, client-centered discussions.
Bring together additional client assets.
Help expand the reach of Fidelity’s brand.
Deliver an outstanding customer experience.

Benefits

Competitive total rewards package, including a stable base salary.
Potential bonus or other variable compensation, depending on position and eligibility requirements.
Comprehensive health care coverage.
Emotional well-being support.
Market-leading retirement benefits.
Generous paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment and tuition reimbursement.
Learning resources and training to develop your career.