Finance Jobs in Redmond, WA

1 job found

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2mo ago

Fidelity Investments Redmond, WA

Redmond, WA

2mo ago Closed

$60k - $75k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 2, 2026).

Financial Consultant role at Fidelity Investments in Redmond, WA (onsite), offering USD 60,000 to 75,000 per year.

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.

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.

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