Monetary Strategy and Planning Consultant

4 weeks ago

Highland Park, United States Fidelity Investments Full time
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Being coachable, collaborative, and curious are your "go to" attributes
    • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
    • Motivated by results and finding solutions, you take initiative and exceed customer expectations
    • Extensive knowledge of investment solutions Our Investments in You
      Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
      The Value You Deliver
      • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
      • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
      • You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
        Company Overview

        Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

        Join Us

        At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

        blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

        At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

        We invite you to Find Your Fidelity at .

        Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
        We welcome those with experience in jobs such as Controller, Billing and Posting Clerk, and Bilingual Customer Service and others in the Accounting and Finance to apply.

  • Monetary Strategy and Planning Consultant

    3 weeks ago

    Highland Park, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Monetary Strategy and Planning Consultant

    4 weeks ago

    Highland Park, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Monetary Strategy and Planning Consultant

    3 weeks ago

    Highland Park, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Monetary Strategy and Planning Consultant

    3 weeks ago

    Orland Park, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Business Strategy Consultant

    7 days ago

    Highland Park, Illinois, United States New Palm Innovations Full time

    Job OverviewAre you prepared to elevate your professional journey? New Palm Innovations is on the lookout for an entry-level Business Strategy Consultant eager to enhance their expertise and career trajectory. As a distinguished leader in the Sales, Marketing, and Business Consulting sectors, we pride ourselves on our commitment to integrity and a genuine...

  • Planning Consultant

    5 months ago

    Highland Park, United States Fidelity Investments Full time

    The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of ou Consultant, Financial Planning, Planning, Business Partner, Construction

  • Recruitment Strategy Consultant

    2 weeks ago

    University Park, United States Penn State University Full time

    Recruitment Strategy Consultant at Penn State Human ResourcesPosition Overview:Penn State Human Resources is in search of a Recruitment Strategy Consultant to serve as a strategic partner for designated departments. This position entails collaborating with hiring leaders on various facets of recruitment, formulating effective hiring strategies, evaluating...

  • Senior Strategy and Planning Manager

    3 weeks ago

    Overland Park, United States Disability Solutions Full time

    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...

  • Investment Strategies Director

    3 months ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain...

  • Investment Strategies Director

    3 months ago

    Highland, United States San Manuel Band of Mission Indians Full time

    Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain...

  • Experienced Wealth Management Consultant

    2 weeks ago

    Highland Park, Illinois, United States Mesirow Financial Full time

    Mesirow Financial is in search of seasoned Wealth Management Consultants to enhance their operations.Key Responsibilities:Establish and nurture client relationshipsCreate tailored investment and wealth management strategiesEmphasize fee-based, managed investment portfoliosLeverage professional network to identify potential clientsEvaluate financial data and...

  • Transportation Solutions Consultant

    7 days ago

    Highland Park, Illinois, United States Miami Industrial Trucks, Inc. Full time

    About the RoleMiami Industrial Trucks, Inc. is seeking a highly motivated and experienced Sales Specialist to join our team as a Railcar Mover Sales Representative. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities in the Ohio and Kentucky markets.Key ResponsibilitiesSales and Business...

  • Retail Sales Consultant

    3 months ago

    Highland, United States American Telephone and Telegraph Company Full time

    Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...

  • Wealth Management Planning Consultant

    3 months ago

    Overland Park, United States Fidelity Investments Full time

    Job Description: For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We're Looking For FINRA Series 7 & 63 licensed; Series 65 or 66...

  • Sales Consultant

    3 weeks ago

    Highland Park, United States Motor City Seafood Company Full time $50,000 - $60,000

    Job DescriptionJob DescriptionMotor City Seafood Company is seeking a dynamic and motivated Seafood Sales Consultant to join our team in the Metro Detroit market. The ideal candidate will have a passion for seafood, strong sales skills, and a commitment to providing exceptional customer service. As a Seafood Sales Consultant, you will be responsible for...

  • Sales Consultant

    1 month ago

    Highland Park, United States Motor City Seafood Company Full time

    Job DescriptionJob DescriptionMotor City Seafood Company is seeking a dynamic and motivated Seafood Sales Consultant to join our team in the Grand Rapids market. The ideal candidate will have a passion for seafood, strong sales skills, and a commitment to providing exceptional customer service. As a Seafood Sales Consultant, you will be responsible for...

  • Sales Consultant

    2 weeks ago

    Highland Park, United States Motor City Seafood Company Full time $50,000 - $60,000

    Job DescriptionJob DescriptionMotor City Seafood Company is seeking a dynamic and motivated Seafood Sales Consultant to join our team in the Metro Detroit market. The ideal candidate will have a passion for seafood, strong sales skills, and a commitment to providing exceptional customer service. As a Seafood Sales Consultant, you will be responsible for...

  • Sales Consultant

    1 month ago

    Highland Park, United States Motor City Seafood Company Full time

    Job DescriptionJob DescriptionMotor City Seafood Company is seeking a dynamic and motivated Seafood Sales Consultant to join our team in the Grand Rapids market. The ideal candidate will have a passion for seafood, strong sales skills, and a commitment to providing exceptional customer service. As a Seafood Sales Consultant, you will be responsible for...

  • Healthcare Consultant

    5 days ago

    Highland Park, Illinois, United States Celtic Health Care Full time

    About the RoleCeltic Health Care is seeking a skilled Home Health Consultant to join our team. As a Home Health Consultant, you will play a critical role in maintaining relationships with referral sources, actively prospecting for new sources, and working closely with our marketing, administrative, and clinical teams to ensure alignment between demand and...

  • Wealth Management Consultant

    4 weeks ago

    Highland Park, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...