This position is no longer accepting applications
Closed on July 2, 2026.
This role is filled — get an email when new Financial Planning roles open on FinanceJobs.io:
Financial Consultant
Advisor
Client Relations
Client Service
Consultant
Consulting
Financial Advisor
Financial Consultant
Financial Planning
Financial Services
Relationship Management
Wealth Management
View similar jobs
Get alerted when similar jobs are posted — set up a New Financial Planning jobs on FinanceJobs.io alert.
See other roles at Fidelity Investments.
Job Description
Financial Consultant role at Fidelity Investments in Redmond, WA (onsite), offering USD 60,000 to 75,000 per year.
Responsibilities
- Interact face-to-face with clients in the Investor Center to understand goals and needs.
- Provide guidance and personalized financial planning tailored to each client.
- Nurture ongoing relationships within an existing client base to support retention and growth.
- Help extend Fidelity's brand reach through professional client engagement.
- Leverage an open architecture product platform and top-tier industry resources to inform recommendations.
Requirements
- Proven ability to build relationships, uncover client needs, and recommend appropriate solutions.
- FINRA Series 7 and 66 licenses and applicable state registrations, or the ability to obtain Series 66 upon hire.
- Strong capacity to present complex investment solutions to a knowledgeable client base while establishing rapport and credibility.
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, the Tuition Reimbursement program can help you obtain one.
- Extensive knowledge of investment solutions.
Benefits
- Stable base salary
- Competitive total rewards package
- 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
- Training in-branch, regionally, nationally, and virtually
Certifications
- Certified Financial Planner (CFP) designation
- Series 7 - FINRA
- Series 66 - FINRA
Category
- Sales
Similar Jobs
