Wealth Management Planning Consultant - Bellevue, WA
$60k/y-$100k/y
a day ago
Highlight
HybridFull-timeMid
Summary
Fidelity Investments is seeking a Wealth Management Planning Consultant to join their team in Bellevue, WA. The role focuses on building strong, personal relationships with clients and providing high-level customer service.
About the Role
As a Wealth Management Planning Consultant, you will be responsible for supporting the Advisor's efforts to develop their business through effective communication and teamwork. Your tasks will include handling client inquiries, providing guidance on financial strategies, and ensuring compliance with regulations. You will also collaborate with the Advisor to implement client contact strategies and identify opportunities for asset consolidation.
About You
Required:
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (or ability to acquire series 65/66 upon hire) and Life Insurance license.
- Five years of experience in Financial Services.
Preferred:
- Degree and/or professional certifications such as CFP.
- Strong interpersonal communication skills and a passion for client service.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement plan.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment and tuition reimbursement.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Bellevue, WA