Join Fidelity Investments as a Financial Consultant in Seattle, where you can deepen client relationships and create complex financial plans without the pressure of sourcing new clients. Benefit from a supportive environment, extensive training, and a competitive compensation package.
Key Responsibilities
Engage face-to-face with customers to offer guidance and personalized planning
Support clients with comprehensive investment solutions and retirement plans
Build and maintain relationships with an existing client base
Required Qualifications
FINRA Series 7 & 63 licensed
Series 65 or 66 licensed or ability to acquire upon hire
Experience in building relationships and recommending solutions
Preferred Qualifications
Degree or professional certifications (CFP)
Ability to present complex financial solutions
Benefits & Perks
Comprehensive health care coverageEmotional well-being supportMarket-leading retirement plansGenerous paid time offParental leaveEducational assistance including student loan repayment and tuition reimbursement