SeattleRecruiter
the smart solution for Seattle jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Lynnwood
Posted on: April 18, 2019

Job Description:

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 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 itThe Purpose of Your Role We 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 Organization Working 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!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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Employer is an equal opportunity employer.

Keywords: Fidelity Investments, Seattle , Personal Financial Consultant, Accounting, Auditing , Lynnwood, Washington

Click here to apply!

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

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Earn cash this Spring. Deliver with Uber!
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by bringing people (more...)
Company: Uber Eats
Location: Ravensdale
Posted on: 04/24/2019

Financial Analyst, Capital Finance
Description: Amazon is seeking a Financial Analyst to support worldwide capital projects in Global Specialty Fulfillment, which drives operations for some of Amazon's most exciting and fast paced initiatives: Prime (more...)
Company: Amazon.com, Inc.
Location: Seattle
Posted on: 04/24/2019

Earn cash this Spring. Deliver with Uber!
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by bringing people (more...)
Company: Uber Eats
Location: Federal Way
Posted on: 04/24/2019


Inpatient Hospital Coding Compliance Auditor
Description: The Inpatient Hospital Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient services. Review documentation and related coding of inpatient services, auditing (more...)
Company: Mommy Jobs Online
Location: Lacey
Posted on: 04/24/2019

IT Senior Support Technician
Description: Sno-Isle Libraries invites applications for the position of: IT Senior Support Technician 13 br Location: Service Center Marysville Pay Range: 35.05 - 48.54 HourlyHours per week: 40Job Requisition: (more...)
Company: Sno-Isle Libraries
Location: Marysville
Posted on: 04/23/2019

Financial Analyst
Description: Ref ID:04400- 452Classification:Financial AnalystCompensation: 19.00 to 23.00 per hour Understand and manage the life cycle of clinical site payment administration, including the transition of (more...)
Company: Accountemps
Location: Kirkland
Posted on: 04/23/2019

Tax Professional
Description: Tax Professional Seeking experienced seasonal Tax Preparers who want to build their book of business and advance their tax knowledge to join our network of professionals, serving clients with diverse (more...)
Company: H&R BLOCK
Location: Bothell
Posted on: 04/24/2019

Supervisory Internal Revenue Agent *12 Month Roster* *MSP*
Description: Duties Help Duties Summary WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED DIVISION The Small Business/Self-Employed SB/SE Division provides examinations and taxpayer education services for about 7 million (more...)
Company: Department Of The Treasury
Location: Tacoma
Posted on: 04/24/2019

Tax Professional Assistant
Description: The Tax Preparer Assistant will assist tax preparers by starting and closing the tax interview. Begin the tax return by entering client
Company: H&R BLOCK
Location: Kent
Posted on: 04/24/2019

Corporate Associate - Securities and Corporate Finance Practice
Description: Job Description Summary:Fenwick is a leading technology and life sciences law firm with a cutting edge, internationally-recognized, dynamic corporate practice with offices in Northern California, Los (more...)
Company: Fenwick & West LLP
Location: Seattle
Posted on: 04/23/2019

Log In or Create An Account

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

Seattle RSS job feeds