Financial Consultant - Seattle, WA
Fidelity(4 days ago)
About this role
A Financial Consultant at Fidelity engages with clients in delivering personalized financial planning and investment solutions. The role leverages the company's established client base and resources to deepen relationships and support clients' financial goals. This position emphasizes relationship-building, professional growth, and collaboration within the financial industry.
Required Skills
- investmentSolutions
- ClientRelationship
- FinancialPlanning
- RetirementPlanning
- InvestmentStrategies
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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