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Partner with selling teams to grow Fidelitys presence in the advisor retirement plan market across WA, OR, and Northern CA. Build and maintain advisor relationships, educate advisors and firms on Fidelity services and recordkeeping, develop advisor-centric sales strategies, support sales meetings and regional events, lead projects with business development leadership, advocate for advisors internally, and contribute to product and process improvements. Must acquire Series 7 and 63; prior retirement benefits and advisor relationship experience required.

Engage face-to-face with existing clients at an Investor Center to provide personalized financial guidance and retirement planning, deepen relationships, recommend investment solutions, and present complex strategies. Leverage firm resources and training to grow client assets while delivering exceptional customer service and supporting long-term financial goals.