Financial Consultant

Fidelity Investments

. Engage face-to-face with clients in an Investor Center .

Posted 9/29/2026full-timeRedmond • Washington • United StatesMid-LevelSenior💰 $60,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and investment strategies, with a strong focus on building client relationships and delivering exceptional customer experiences. Holds necessary licenses and certifications to provide tailored financial solutions and comply with industry regulations.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseInvestment Solutions KnowledgeClient Relationship ManagementFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesClient Needs AssessmentSolution RecommendationCustomer Experience Delivery

Soft Skills

Relationship BuildingInitiativeProblem SolvingCommunicationMentorship

Tools & Technologies

Open Architecture Product PlatformFinancial-Industry Resources

Certifications & Qualifications

CFP CertificationState Registrations

Industry Keywords

Securities LawsInvestment RegulationsERISA ComplianceSelf-Regulatory Organization Laws

About the role

Key responsibilities & impact

Engage face-to-face with clients in an Investor Center
Provide mentorship and personalized financial planning
Help expand the reach of Fidelity’s brand
Nurture relationships with an existing client base
Introduce clients to different investment strategies
Bring together additional client assets through positive, client-centered discussions
Provide solutions using an open architecture product platform and financial-industry resources
Deliver an outstanding customer experience
Build relationships, uncover client needs, and recommend solutions

Requirements

What you’ll need

Proven success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 and Series 66 licensed and 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
CFP or degree is helpful; tuition reimbursement is available to acquire one
Ability to introduce clients to investment strategies and bring together additional client assets
Extensive knowledge of investment solutions
Commitment to delivering an outstanding customer experience
Ability to take initiative, find solutions, and exceed customer expectations
Must comply with applicable securities, investment, retirement, state, ERISA, FINRA, and self-regulatory organization laws and regulations
Certain criminal histories may restrict hiring or association
Face-to-face client engagement in an Investor Center

Benefits

Comp & perks

Stable base salary
Training in-branch, regionally, nationally, and virtually
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility