Wealth Management Planning Consultant - Bellevue, WA

Fidelity Investments • Bellevue, WA

253d • $60,000 - $100,000 • Hybrid

About The Position

As a Wealth Management Planning Consultant, you will be responsible for nurturing client relationships and providing exceptional customer service to Fidelity's most sophisticated clients. Your role will involve frequent communication and teamwork, directly supporting Advisors in their efforts to grow and develop their business. You will handle inbound calls and emails, respond to various customer needs, and assist in implementing structured client contact strategies.

Requirements

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (or ability to acquire upon hire).
• Five years of financial services experience.
• Degree and/or professional certifications such as CFP are helpful.

Nice To Haves

• Extraordinary interpersonal communication skills.
• Passion for delivering thoughtful and trustworthy service.
• Ability to work in a dynamic and collaborative environment.

Responsibilities

• Handle inbound calls and emails generated by a book of clients.
• Respond to a range of customer needs, including mutual fund inquiries, asset allocation discussions, and retirement planning.
• Partner with Advisors to implement a structured client contact strategy.
• Conduct basic guidance preparation discussions with clients.
• Assist with pre- and post-guidance appointments and follow-up calls.

Benefits

• Comprehensive health care coverage.
• 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: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree