Investment Consultant - Tukwila, WA
$59,000–$74,000 year
On-siteSeattle, Washington, United States or Tukwila, Washington, United States
Job Summary
Engage face-to-face with clients in the Investor Center to provide mentorship, personalized planning, and relationship building while expanding the firm's brand reach. Present complex investment solutions to knowledgeable clients, introducing diverse strategies and bringing together additional assets through positive, client-centered discussions. Leverage existing institutional feeders and an open architecture product platform to nurture long-term client relationships and exceed customer expectations. Requires FINRA Series 7 & 66 licensing or ability to acquire Series 66 upon hire, with a base salary range of $59,000 - $74,000. Fidelity offers comprehensive training, tuition reimbursement, and a competitive total rewards package including health care and retirement benefits.
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
- Ability to thoughtfully introduce clients to different investment strategies
- bring together additional client assets
- engage in positive, client-centered discussions
- Extensive knowledge of investment solutions
Desired Qualifications
- Degree or equivalent experience
- other professional certifications
- if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
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