Financial Consultant - Seattle, WA

Fidelity • Seattle, WA

3d • Onsite

About The Position

Working in Fidelity’s Investor Center in Seattle, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role builds on an existing client base and institutional sources of business, supported by an open-architecture product platform and resources across the financial industry. The consultant nurtures client relationships and introduces investment strategies and solutions through positive, client-centered discussions.

Fidelity supports professional growth with training in-branch, regionally, nationally, and virtually. The position offers a competitive total rewards package, including a stable base salary and benefits. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite requirements vary by role and location and may evolve.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
• Ability to present complex solutions to knowledgeable clients while building rapport and credibility.
• Ability to thoughtfully introduce clients to investment strategies and engage in positive, client-centered discussions.
• Extensive knowledge of investment solutions.
• 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.
• Coachable, collaborative, and curious.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A Certified Financial Planner (CFP) certification is helpful.

Responsibilities

• Build relationships with clients, uncover their needs, and recommend solutions.
• Provide clients with mentorship and personalized planning through face-to-face engagement.
• Present complex solutions to a knowledgeable client base while building rapport and credibility.
• Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• Deliver an outstanding customer experience and help expand the reach of Fidelity’s brand.

Benefits

• Stable base salary and competitive total rewards package.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed