Financial Consultant - Tukwila, WA

Fidelity•Tukwila, WA

1d•Onsite

About The Position

Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity offers a unique business model with an existing client base and unmatched institutional feeders. We empower professional growth, flexibility, and support to ensure long-term success for both our associates and clients. Working in our Investor Center, you will engage face-to-face with customers, providing guidance and personalized planning, while extending the firm's brand reach. You will be supported by an open architecture product platform and top financial industry resources as you nurture relationships with an existing client base.

Requirements

Previous success in building relationships, uncovering needs, and recommending solutions.
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Extensive knowledge of investment solutions.

Nice To Haves

Degree and/or other professional certifications are helpful.
Tuition Reimbursement program can help obtain a CFP or degree if you do not already have one.

Responsibilities

Engage face-to-face with customers in an Investor Center, offering guidance and personalized planning.
Extend the reach of the firm's brand.
Nurture relationships with an existing client base.
Thoughtfully introduce clients to different investment strategies.
Bring together additional client assets while engaging in positive, client-centered discussions.
Mentor and support customers as they look to reach their retirement goals.
Provide comprehensive investment solutions and retirement plans to meet clients' needs.
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills.