Financial Consultant - Seattle, WA
$60,000–$75,000 year
On-site · Seattle, Washington, United States
Seattle, Washington, United StatesOn-siteFull Time$60,000–$75,000 yearMid LevelNot SpecifiedEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Job Summary
Financial Consultant in Fidelity's Investor Center in Seattle, WA, engaging face-to-face with clients to provide guidance and personalized planning, leveraging an open architecture product platform to nurture relationships with an existing client base and extend the firm's brand, while meeting regulatory requirements and pursuing ongoing professional development.
Required Qualifications
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- face-to-face client engagement in Investor Center
- ability to present complex solutions to clients
- strong interpersonal and relationship-building skills
- tuition reimbursement for CFP or degree (helpful)
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