Financial Consultant- Bellevue, WA

Soteria Reinsurance Ltd.; Bellevue (WA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health care coverage

Competitive retirement plan

Paid time off

Tuition reimbursement

Job summary

Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized financial planning. You will leverage an existing client base and institutional feeders of business, supported by Fidelity’s open architecture platform and robust resources.

The role emphasizes relationship-building, needs assessment, and presenting investment solutions while aiming to grow client assets.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and state registrations, or ability to acquire Series 66 on hire.
• CFP or degree helpful; tuition reimbursement to obtain one if needed.
• Ability to present complex solutions to knowledgeable clients while building rapport.
• Coachable, collaborative, and client-centered mindset.

Responsibilities

• Engage face-to-face with clients in the Investor Center, providing mentorship and personalized planning.
• Expand the firm’s reach by nurturing relationships with an existing client base and presenting investment strategies.
• Help grow client assets by introducing clients to suitable investment solutions and opportunities.

Skills

Relationship building

FINRA Series 7 & 66

CFP or degree

Investment solutions

Account management

Education

Bachelor's degree or equivalent experience

Job description

## Financial Consultant- Bellevue, WAApplylocations: Bellevue, WA: Seattle, WAtime type: Full timeposted on: Posted Todayjob requisition id: 2131303## ## Job Description:Note: Fidelity will not provide immigration sponsorship for this position.## **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 thus enabling long-term success for you and our clients.## **The Expertise and Skills You Bring*** 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* Ability to present complex solutions to a knowledgeable client base while building rapport and credibility* Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one* Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions* Coachable, collaborative, and curious are key attributes* Committed to delivering an outstanding customer experience with a passion for seeing others thrive* Motivated by results and finding solutions, takes initiative and exceeds customer expectations* Extensive knowledge of investment solutions## ## **The Team**Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity’s Onsite Working Model 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.The base salary range for this position is $60,000 - $75,000 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. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.## ## Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA