the smart solution for Seattle jobs

Financial Consultant - Bellevue, WA

Company: Fidelity Investments
Location: Bellevue
Posted on: December 7, 2017

Job Description:

With your superior 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 world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

The 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 it! The Purpose of Your Role

    Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with an existing client base. Your sharp 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 High Net Worth clientele
    • Exceptional knowledge of investment products
    • Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools
    • Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client s broad range of investment needs The 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, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
      • Educating customers on the technology and channels available to them to better monitor, maintain, and manage their investments How Your Work Impacts the Organization

        Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great
        . While you build relationships here, you will also be building your career!

        Qualification: Company Overview

        At 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. For information about working at Fidelity, visit

        Fidelity Investments is an equal opportunity employer.

        Associated topics: commission, client, guest, insurance sales, insurance sales agent, lead sales agent, outside sales, retail, sales professional, sales representative

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

Senior Risk Manager, Kindle Content
Description: br Senior Risk Manager, Kindle Content br br All times are in br -Pacific Standard Time. br br br br Job ID br - br br 566236
Company: Amazon
Location: Seattle
Posted on: 12/16/2017

Financial Analyst, AWS
Description: br Financial Analyst, AWS br br All times are in br -Pacific Standard Time. br br br br Job ID br - br br 530708 br br br
Company: Amazon
Location: Seattle
Posted on: 12/16/2017

Financial Representative
Description: Job DescriptionFinancial RepresentativeAbout UsAre you seeking a sales career which allows greater earning potential, more flexibility, and an increased satisfaction in providing services to your customers (more...)
Company: Futurity First - Seattle
Location: Seattle
Posted on: 12/16/2017

Description: Job DescriptionInn at the Market Job Description Job Title: Front Desk Overnight AuditorReports To: Front Desk Supervisor and Front (more...)
Company: Inn at The Market
Location: Seattle
Posted on: 12/16/2017

Accounting Manager
Description: Job DescriptionSenior Accounting ManagerPosition Summary: New owners have taken control recently and is driving revenue and some excitement into the organization. They have created this new position to (more...)
Company: NuWest Group Holdings
Location: Renton
Posted on: 12/16/2017

Sales Director: Pharma, Life Sciences (Bay Area & NW)
Description: Position/Program Title Sales Director: Pharma, Life Sciences Bay Area NW PwC/LoS Overview PwC is a network
Company: PwC
Location: Seattle
Posted on: 12/16/2017

Description: Job DescriptionANALYSIS PREP
Company: Future Of Flight Stores
Location: Lynnwood
Posted on: 12/14/2017

Senior Internal Auditor
Description: Senior Internal Auditor Expedia We are seeking a highly-motivated/ethical, self-starting Senior Internal
Company: Expedia
Location: Bellevue
Posted on: 12/16/2017

Tax Analyst III; Indirect Tax Calculation Services
Description: br Tax Analyst III Indirect Tax Calculation Services br br All times are in br -Pacific Standard Time. br br br br Job ID br -
Company: Amazon
Location: Seattle
Posted on: 12/16/2017

Entry Level Marketing / Entry Level Advertising
Description: Job DescriptionDescriptionEntry Level Marketing / Entry Level Advertising / Entry Level Management br br We are a leading retail event based marketing and promotional advertising company in the area. (more...)
Location: Seattle
Posted on: 12/16/2017

Log In or Create An Account


Forgot password?

Find us on Facebook

Find us on LinkedIn

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

Seattle RSS job feeds