Financial Consultant - Seattle, WA
$60,000–$75,000 year
On-siteSeattle, Washington, United States
Job Summary
Engage face-to-face with customers in the Investor Center, offering personalized planning and guidance while deepening relationships with an existing client base. Introduce clients to diverse investment strategies and comprehensive retirement plans, leveraging an open architecture product platform to extend the firm's brand reach. Build rapport and credibility by uncovering needs and recommending complex financial solutions, supported by top industry resources and extensive training in branch, region, and virtual formats. This role requires FINRA Series 7 & 66 licensing or the ability to acquire it, with a base salary range of $60,000 - $75,000.
Required Qualifications
- FINRA Series 7 & 66 licensed and hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Ability to thoughtfully introduce your clients to different investment strategies
- Extensive knowledge of investment solutions
- Being coachable, collaborative, and curious
- Committed to delivering an outstanding customer experience
- Motivated by results and finding solutions
- take initiative and exceed customer expectations
- You have a steadfast commitment to your clients
- Fidelity is transitioning to a full-time onsite working model
- Currently, some roles and locations require 100% onsite presence
Desired Qualifications
- Degree and/or other professional certifications
- if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Keen ability to present complex solutions to a knowledgeable client base
- while building rapport and credibility
- Ability to bring together additional client assets
- while engaging in positive, client-centered discussions
- passion for seeing others thrive
- Your integrity, insights, interpersonal skills, and meticulous planning
- Supporting our clients by providing comprehensive investment solutions and retirement plans
- to meet their needs both now and for their future
- Effectively engage clients through personal interactions
- reflecting your interpersonal communication and relationship building skills
- making a positive impact in the community
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