Financial Consultant- Bellevue, WA

Fidelity•Bellevue, WA

2d•Onsite

About The Position

The Financial Consultant role at Fidelity's Investor Center in Bellevue, WA, focuses on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity provides a stable business model with an existing client base and institutional business feeders. The position involves engaging face-to-face with customers, offering guidance and personalized planning, and helping to extend the firm's brand. Consultants are supported by an open architecture product platform and top financial industry resources. Fidelity emphasizes professional growth, flexibility, and support to ensure long-term success for both consultants and clients.

Requirements

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and 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
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, taking initiative and exceeding customer expectations
Extensive knowledge of investment solutions

Nice To Haves

Degree and/or other professional certifications (e.g., CFP)

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Thoughtfully introduce clients to different investment strategies and bring together additional client assets
Engage in positive, client-centered discussions
Deliver an outstanding customer experience with a passion for seeing others thrive
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans to meet client needs
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Demonstrate a steadfast commitment to clients while making a positive impact in the community