Financial Consultant- Bellevue, WA
$60,000–$75,000 year
On-siteSeattle, Washington, United States or Bellevue, Washington, United States
Job Summary
Engage face-to-face with clients in the Investor Center, providing mentorship, personalized planning, and relationship building to expand the firm's brand reach. Present complex investment solutions and introduce clients to diverse strategies while uncovering needs and recommending tailored approaches. Maintain an open architecture product platform and leverage institutional feeders to nurture existing client assets. This role requires FINRA Series 7 & 66 licensure or the ability to acquire Series 66 upon hire, along with a demonstrated passion for client-centered discussions. The position offers a base salary range of $60,000 - $75,000 per year, with potential bonuses and variable compensation. Fidelity provides comprehensive training, tuition reimbursement, and a competitive total rewards package including health care, retirement, and paid time off. The role is based in Bellevue, WA, with a transition to a full-time onsite working model.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
- 100% onsite presence
Desired Qualifications
- Degree or equivalent experience and/or other professional certifications
- CFP certification
- Bachelor's degree
- English major
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