SeattleRecruiter Since 2001
the smart solution for Seattle jobs

Financial Consultant - Bellevue, WA

Company: Fidelity Investments
Location: Seattle
Posted on: July 1, 2020

Job Description:

Job Description:APPLY. HIRING IMMEDIATELYThis role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today. Virtual interview and onboard, as well as access to our virtual training and support. Work from home and support our clients remotely with all of our full capabilities.With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring
    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
    • Remarkable knowledge of investment products
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range of investment needsThe Value You Deliver
      • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
      • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity s open architecture, you re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
        Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

        Fidelity Investments is an equal opportunity employer. Associated topics: broker, call center, health, inside sales, insurance agent, life insurance sales, sales, sales associate, sales representative, sell

Keywords: Fidelity Investments, Seattle , Financial Consultant - Bellevue, WA, Accounting, Auditing , Seattle, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Accounting, Auditing Jobs

AR Accountant
Description: Ref ID: 03640-9502606230Classification: AR AccountantCompensation: 25.00 to 30.00 hourlyAccountemps - Salaried Professional Service SPS is Hiring We are growing and are seeking an AR Accountant (more...)
Company: Robert Half
Location: Everett
Posted on: 07/5/2020

Accounting Manager
Description: Ref ID: 04400-0011489771Classification: Accounting Manager/SupervisorCompensation: 80000.00 to 100000.00 yearlyRobert Half Finance is looking for an experienced, driven Accounting Manager for an immediate (more...)
Company: Robert Half
Location: Olympia
Posted on: 07/5/2020

Senior Director, Global Tax Reporting
Description: In this newly created, strategic, Senior Director of Tax role, you will provide direction and oversight for worldwide tax accounting and reporting, U.S. federal and state income tax compliance, and U.S. (more...)
Company: Expedia Group
Location: Seattle
Posted on: 07/5/2020

Senior Investments Accountant
Description: Symetra is seeking aSenior Investments Accountantto join our Finance Team About the roleOur SeniorInvestments Accountant will be a key contributor in the core accounting team. This role blends technical (more...)
Company: Symetra
Location: Bellevue
Posted on: 07/5/2020

Investments Accountant
Description: Symetra has an exciting opportunity to join our team as anInvestments Accountant About the roleOurinvestments accounting team is a savvy bunch who handle the core accounting responsibilities at Symetra (more...)
Company: Symetra
Location: Bellevue
Posted on: 07/5/2020

PwC: Tmt - Mc Finance Treasury - Senior Manager
Description: Job DescriptionA career in our Corporate Finance and Treasury practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise (more...)
Company: PwC
Location: Seattle
Posted on: 07/5/2020

COUNTRY Financial is looking for Insurance Agent Outside Sales in Bellingham
Description: Insurance Agent Outside Sales - COUNTRY FinancialDescriptionWe believe in diligently working to understand and serve customers to meet their financial security needs. This is why we exist.The Career BasicsWe're (more...)
Company: COUNTRY Financial
Location: Bellingham
Posted on: 07/5/2020

Executive Assistant
Description: Executive Assistant - Communications, Government Public Relations br July 1, 2020 br Puget Sound Educational School District seeks an Executive Assistant to plan, implement, direct, and maintain (more...)
Company: Puget Sound ESD
Location: Renton
Posted on: 07/5/2020

Collections specialist with AP/AR experience
Description: In need of a Collections specialist with AR/AP experience. that has a creative side. Someone who can problem solve and keep a positive
Company: AppleOne
Location: Kent
Posted on: 07/5/2020

Financial Consultant - Bellevue, WA
Description: Job Description:APPLY. HIRING IMMEDIATELYThis role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today. Virtual interview (more...)
Company: Fidelity Investments
Location: Seattle
Posted on: 07/3/2020

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Seattle RSS job feeds