Wealth Management Consultant

$55,000 - $75,000/Yr

Fidelity Investments - Wenatchee, WA

Full-time - Entry Level

Hybrid - Wenatchee, WA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Wealth Management Consultant at Fidelity Investments is responsible for engaging with clients face-to-face to provide personalized financial planning and investment solutions. This role focuses on nurturing existing client relationships and leveraging Fidelity's resources to deliver comprehensive financial guidance. The consultant will work within a supportive environment that emphasizes professional growth and client success.

Responsibilities

• Engage face-to-face with clients to offer personalized financial planning and investment solutions.
• Build and deepen relationships with an existing client base.
• Utilize Fidelity's open architecture product platform to provide tailored investment strategies.
• Mentor and support clients in reaching their retirement goals through meticulous planning.
• Deliver outstanding customer experiences and exceed client expectations.

Requirements

• Previous success in building relationships and recommending financial solutions.
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
• Ability to present complex financial solutions to knowledgeable clients.
• Degree or professional certifications such as CFP are preferred; tuition reimbursement available for obtaining certifications.

Nice-to-haves

• Strong interpersonal communication skills.
• Ability to work collaboratively and be coachable.
• Extensive knowledge of investment solutions.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.