Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onBellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States
About the Role
If you are looking to move beyond sourcing new clients and instead focus on deepening relationships and crafting complex financial plans, this role offers that opportunity within a stable industry leader. At Fidelity, you will join a team that provides an unmatched business model featuring an existing client base and institutional feeders of business.
Working in our Investor Center, you will engage face-to-face with customers to offer guidance and personalized planning while helping extend the reach of the firm's brand. You will be fully supported by an open architecture product platform and top resources in the financial industry as you nurture relationships with your existing client base. Our culture empowers professional growth, flexibility, and support, enabling long-term success for both you and our clients.
Our Commitment to You
Fidelity believes in approaching life holistically and investing in our people. We offer a competitive total rewards package and benefit programs designed to help you and your family strike the right balance. Our training programs are available in-branch, regionally, nationally, and virtually to support all aspects of your business, ensuring you have the resources needed to succeed.
We offer a wide range of benefits to meet your evolving needs, including comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, and a charitable giving employee match program. Educational assistance is also available, including student loan repayment, tuition reimbursement, and learning resources to help you develop your career.
Application & Hiring Process
Please note that the application window closes when the position is filled or unposted. Fidelity is not providing immigration sponsorship for this position. As Fidelity's business is governed by various securities laws and regulations, including those from FINRA, hiring decisions may be restricted for individuals with certain criminal histories.
Work location
Work model: On-site
Bellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States
Bellevue, Washington
Key Responsibilities
Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
Day-to-day, the Financial Consultant at Fidelity Investments will engage face-to-face with customers to offer guidance and personalized financial planning; deepen relationships with an existing client base while uncovering their financial needs; recommend complex investment solutions and retirement plans to meet client goals; and present complex financial solutions to knowledgeable clients while building rapport and credibility.
What are the requirements for this Financial Consultant role?expand_more
Fidelity Investments is looking for candidates who meet the following requirements: FINRA Series 7 & 66 licensed and appropriate state registrations OR ability to acquire series 66 upon hire; Degree and/or other professional certifications (CFP preferred); and No immigration sponsorship provided.
Where is the Financial Consultant role at Fidelity Investments located?expand_more
Financial Consultant at Fidelity Investments is based in Bellevue Presbyterian Church, 1717, Bellevue Way Northeast, Bellevue, King County, Washington, 98004, United States. This is a on-site role.
Is this Financial Consultant job remote, hybrid, or on-site?expand_more
Fidelity Investments has listed this Financial Consultant role as on-site.