Investment Consultant

Fidelity Investments

Investment Consultant engaging with clients face-to-face for mentorship and personalized planning. Helping expand the firm's brand and nurturing existing client relationships.

Posted 7/30/2026full-timeTukwila • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $59,000 - $74,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building client relationships and providing personalized investment strategies while holding FINRA Series 7 and 66 licenses. Committed to delivering exceptional customer experiences and mentoring clients to achieve their financial goals.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseInvestment Solutions KnowledgeClient Relationship ManagementCustomer Experience Excellence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Strategy DevelopmentFinancial PlanningNeeds AssessmentSolution RecommendationClient Asset Management

Soft Skills

MentorshipCollaborationCoachingCuriosityInitiative

Certifications & Qualifications

CFP CertificationState Registrations

Industry Keywords

Client-Centered DiscussionsBrand ExpansionRelationship NurturingCustomer ExperienceResults Orientation

About the role

Key responsibilities & impact

engage face-to-face with your clients, providing mentorship and personalized planning
helping expand the reach of the firm's brand
nurture relationships with an existing client base

Requirements

What you’ll need

Proven success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 & 66 licensed and hold 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; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Coachable, collaborative, and curious are key attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, takes initiative and exceeds customer expectations
Extensive knowledge of investment solutions

Benefits

Comp & perks

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, and learning resources to develop your career