Investment Consultant -Lynnwood, WA

Fidelity Investments•Lynnwood, WA

2d•$59,000 - $74,000•Onsite

About The Position

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. This role requires in-person attendance in the assigned Branch location.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilize Fidelity’s guidance tools.
Engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
Leverage technology.
Prepare for and conduct efficient one-on-one appointments.
Plan for post-appointment follow-up.
Grow relationships through proactive outreach.
Seek to understand clients’ goals and objectives.
Refer clients to a wealth management partner based on needs and financial complexity.
Comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each.
Outstanding communication and consultative skills.
Thrive in a fast-paced work environment.
Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

Degree and/or other professional certifications such as a CFP are helpful.
If you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment, keen knowledge of products, and Fidelity‘s planning tools.
Engage with existing clients and warm leads.
Provide investment solutions and grow relationships with a dedicated local advisor.
Leverage technology to prepare for and conduct efficient one-on-one appointments.
Plan for post-appointment follow-up.
Grow relationships through proactive outreach.
Seek to understand clients’ goals and objectives.
Refer clients to a wealth management partner based on needs and financial complexity.
Work directly with clients to help them make investment decisions that are in their best interest.
Effectively navigate Fidelity’s planning and guidance tools.
Present and implement solutions that best meet the client’s needs.