Financial Consultant - Seattle, WA

Fidelity

4 months ago

4.4 on Glassdoor

Seattle, WA

Hybrid

Full Time

Medior

0 applicants

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About this role

A Financial Consultant at Fidelity works in an Investor Center engaging face-to-face with clients to provide personalized financial planning and investment guidance. The role leverages an existing client base and Fidelity’s open-architecture product platform and resources to support long-term client relationships and retirement planning goals. Fidelity provides training, coaching, and institutional feeders of business to support professional growth and success.

Skills

Qualifications

Certified Financial Planner (CFP)Series 07 (FINRA)Series 63 (FINRA)Series 65Series 66

About Fidelity

fidelity.com

Fidelity 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.