Financial Consultant - Tukwila, WA ID - 15105
About the position
As a Financial Consultant at Fidelity, you will play a pivotal role in engaging with clients face-to-face at our Investor Center. Your primary focus will be on nurturing existing relationships and creating complex financial plans tailored to meet the unique needs of each client. Fidelity provides a robust business model that includes an established client base and institutional feeders, allowing you to concentrate on deepening relationships rather than sourcing new clients. This position is designed for those who are passionate about providing personalized financial guidance and support, leveraging Fidelity's open architecture product platform and top-tier resources in the financial industry.
In this role, you will be responsible for offering comprehensive investment solutions and retirement plans that align with your clients' goals. Your expertise in building rapport and credibility will be essential as you present complex financial strategies to a knowledgeable client base. Fidelity is committed to your professional growth, offering extensive training and support to ensure your success. You will have the opportunity to mentor clients as they navigate their financial journeys, making a positive impact in their lives and the community. Fidelity values integrity, insights, and interpersonal skills, and you will be expected to embody these qualities as you engage with clients.
Your ability to introduce various investment strategies and facilitate positive, client-centered discussions will be key to exceeding customer expectations and achieving results. This position offers a competitive total rewards package, including a stable base salary and a wide range of benefits designed to support your well-being and career development.
Responsibilities
- Engage face-to-face with clients to provide personalized financial planning and guidance.
- Nurture relationships with an existing client base and extend the firm's brand.
- Present complex financial solutions to clients while building rapport and credibility.
- Support clients in achieving their retirement goals through comprehensive investment solutions.
- Deliver outstanding customer experiences and exceed client expectations.
Other Jobs You May Be Interested In
Remote Data Entry, No Experience, $40/hr, Part-TimeVirtual Assistant, $45/hr, Remote, No Experience, Night Job
Entry-Level Remote Data Entry, $50/hr, Evening Job
Customer Support, No Degree, $40/hr, Remote, Weekend Job
Remote Phone Job, $42/hr, Part-Time, College Student Friendly
Virtual Assistant, $40/hr, Remote, No Degree, Night Job
Part-Time Data Entry, $45/hr, Remote, College Student Friendly
Remote Moderator, No Degree, $50/hr, Evening, Weekend Job
Remote Customer Support, $42/hr, Night Job, No Experience
Live Chat Support, $40/hr, Remote, Entry Level, Part-Time
Virtual Assistant, Remote, $42/hr, Weekend, No Experience
Remote Data Entry, $45/hr, No Degree, Night Shift
Part-Time Customer Support, $40/hr, Remote, College Student
Remote Live Chat, $50/hr, Part-Time, Evening/Night Job
Entry Level Phone Job, $42/hr, Remote, No Degree Required
Weekend Data Entry, $45/hr, Remote, No Experience
Remote Virtual Assistant, $40/hr, Evening, Part-Time Job
Remote Moderator, $42/hr, Part-Time, Weekend, No Degree
Data Entry, $45/hr, Remote, Night Shift, College Student Job
Phone Support, Remote, $50/hr, No Experience, Part-Time
Virtual Assistant, No Experience, $42/hr, Remote, Weekend
Remote Customer Support, $45/hr, Part-Time, College Student
Data Entry, Remote, $40/hr, Night Shift, No Degree
Evening Virtual Assistant, Remote, $45/hr, No Experience
Weekend Customer Support, $42/hr, Remote, College Student
Remote Data Entry, $50/hr, No Experience, Evening/Night Job
Remote Live Chat, $40/hr, Part-Time, No Degree Required
Virtual Assistant, $42/hr, Remote, Weekend, Entry Level
Remote Phone Support, $45/hr, Evening, No Experience Required
Data Entry, No Experience, $50/hr, Remote, College Student
Remote Moderator, $40/hr, Weekend, No Degree, Part-Time
Live Chat Support, Remote, $42/hr, Night Shift, College Student
Phone Job, $50/hr, Remote, No Degree, Part-Time, Weekend
Data Entry, $45/hr, Remote, Evening, No Experience Required
Virtual Assistant, No Experience, $42/hr, Remote, Part-Time
Remote Customer Support, $50/hr, Night Shift, No Degree
Remote Data Entry, $40/hr, College Student Friendly, Part-Time
Live Chat Support, $42/hr, Weekend, Remote, No Degree
Virtual Assistant, Remote, $45/hr, Evening, No Experience
Remote Phone Job, $50/hr, College Student, Night Shift
Remote Moderator, $42/hr, Weekend, No Experience Required
Data Entry, No Degree, $45/hr, Part-Time, Remote Job
Customer Support, $50/hr, Remote, Evening/Night Job, No Degree
Virtual Assistant, $42/hr, Remote, Weekend, No Degree
Remote Live Chat, $45/hr, College Student, No Experience
Remote Data Entry, $40/hr, Part-Time, No Degree Required
Phone Support, $50/hr, Weekend, Remote, No Experience
Virtual Assistant, $42/hr, Evening, Remote, No Degree
Remote Customer Support, $45/hr, No Experience, Part-Time
Data Entry, $50/hr, Night Job, No Degree, Remote
Remote Moderator, $40/hr, College Student Friendly, Part-Time
Virtual Assistant, Remote, $42/hr, Weekend, No Experience
Remote Phone Job, $45/hr, Part-Time, No Degree Required
Customer Support, $50/hr, Night Job, Remote, No Experience
Data Entry, Remote, $42/hr, Evening Job, No Degree
Live Chat Support, $45/hr, Weekend, Remote, College Student
Virtual Assistant, Remote, $50/hr, Part-Time, Night Shift
Data Entry, $40/hr, No Experience, Remote, Weekend Job
Remote Phone Job, $45/hr, No Degree, College Student Friendly
Customer Support, $42/hr, Remote, Evening, No Experience
Virtual Assistant, $50/hr, Weekend, No Degree, Remote
Remote Data Entry, $40/hr, Part-Time, College Student Job
Phone Support, Remote, $42/hr, Evening/Night Shift
Virtual Assistant, No Degree, $45/hr, Remote, Part-Time
Requirements
- Previous success in building relationships and uncovering client needs.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
- Ability to present complex solutions to knowledgeable clients.
- Degree and/or professional certifications are helpful; CFP or degree preferred.
Nice-to-haves
- Experience in investment strategies and solutions.
- Strong interpersonal communication skills.
- Ability to work collaboratively and be coachable.
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement plans.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment and tuition reimbursement.
