Investment Consultant - Tukwila, WA

About the role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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. At Fidelity, we empower professional growth, flexibility, and support, enabling long-term success for you and our clients.

Responsibilities

• Build relationships, uncover needs, and recommend solutions
• Present complex solutions to a knowledgeable client base while building rapport and credibility
• Thoughtfully introduce clients to different investment strategies and bring together additional client assets
• Engage in positive, client-centered discussions
• Deliver an outstanding customer experience with a passion for seeing others thrive
• Take initiative and exceed customer expectations

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Extensive knowledge of investment solutions
• Coachable, collaborative, and curious
• Motivated by results and finding solutions
• Degree or equivalent experience and/or other professional certifications (CFP or equivalent helpful; tuition reimbursement available if you do not already have one)

Skills

• Relationship-building
• Client needs assessment
• Investment strategy consultation
• Solution-oriented mindset
• Strong communication and presentation skills

Benefits

• Competitive total rewards package, including a stable base salary
• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement benefits
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career
• Extensive training in-branch, regionally, nationally, and virtually

Pay

The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package; the offer may also include bonus or other variable compensation depending on eligibility.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

• Certified Financial Planner® (CFP®)
• FINRA Series 7
• FINRA Series 66

Note: Fidelity will not provide immigration sponsorship for this position.