Financial Consultant- Bellevue, WA
Fidelity(18 days ago)
About this role
A Financial Consultant at Fidelity primarily builds and nurtures client relationships by offering personalized financial planning and investment solutions. The role involves engaging with clients face-to-face, providing guidance, and supporting their retirement and investment goals, leveraging a strong customer-focused approach and financial industry expertise.
Required Skills
- Investment Strategies
- Client Relationship
- Financial Planning
- Retirement Planning
- Sales
- Communication
- Financial Solutions
- CRM
- Solutions Selling
- Customer Service
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
- CFP
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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