Investment Consultant- Lynnwood, WA

Fidelity Investments • Lynnwood, WA

375d • $56,000 - $72,000 • Hybrid

About The Position

As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans using a wide range of products and services. Your role will focus on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity's planning tools and guidance to present solutions that best meet client needs, conduct efficient one-on-one appointments, and proactively reach out to understand clients' goals and objectives.

Requirements

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
• Degree and/or other professional certifications such as a CFP are helpful.

Nice To Haves

• Comprehensive understanding of various investment solutions.
• Outstanding communication and consultative skills.
• Ability to thrive in a fast-paced work environment.

Responsibilities

• Engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
• Prepare for and conduct efficient one-on-one appointments using technology.
• Grow relationships through proactive outreach and refer clients to wealth management partners based on their needs.
• Utilize Fidelity's guidance tools effectively.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree