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Financial Consultant | Client Advisory & Planning
Job in
Redmond, King County, Washington, 98052, USA
Listed on 2026-07-30
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Redmond, WA is seeking a Financial Consultant to engage face-to-face with clients at the Investor Center, offering mentorship and customized planning. You will leverage Fidelity's client base, strong resources, and onboarding support to expand relationships and assets.
The role emphasizes building credibility, presenting sophisticated investment strategies, and delivering an outstanding client experience with ongoing training to support career growth.
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