Financial Consultant - Seattle, WA

Fidelity•Seattle, 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 institutional feeders of business. We empower professional growth, flexibility, and support to ensure long-term success for both our associates and clients. 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 resources in the financial industry 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.
CFP or degree (Tuition Reimbursement program available to obtain these if not already held).

Responsibilities

Engage face-to-face with customers in an Investor Center, offering guidance and personalized planning.
Nurture relationships with an existing client base.
Introduce clients to different investment strategies.
Bring together additional client assets.
Engage in positive, client-centered discussions.
Deliver an outstanding customer experience.
Mentor and support customers in reaching 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.
Make a positive impact in the community.