Investment Consultant -Lynnwood, WA

Lynnwoodonsitemid$59K – $74K

Posted yesterday · via Workday

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About this role

Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools.…

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What we'd score you on

reqspace match rubric

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Skills match

For this role: outreach

Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Lynnwood. We weight your proximity and willingness to relocate.

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Skills in this role

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outreach

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