Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized financial planning. You will leverage an existing client base and institutional feeders of business, supported by Fidelity’s open architecture platform and robust resources.
The role emphasizes relationship-building, needs assessment, and presenting investment solutions while aiming to grow client assets.
#J-18808-LjbffrOnsite Financial Advisor & Planner: Client Growth in bellevue at Unknown Company
This position is listed as full time and onsite.