Monetary Strategy and Planning Consultant
4 weeks ago
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 Bookkeeper, Accounts Payable Clerk, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
-
Monetary Strategy and Planning Consultant
3 weeks ago
Naperville, United States Fidelity Investments Full timeJob 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...
-
Planning Consultant
3 months ago
Naperville, United States Fidelity Investments Full timeJob Description : Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your...
-
Planning Consultant
3 months ago
Naperville, United States Fidelity TalentSource LLC Full timeJob Description:Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...
-
Estate Planning Attorney
1 week ago
Naperville, United States Ascendion Full timeAs an Estate Planning Attorney with our client's premier law firm you will be at the forefront of providing expert counsel on estate planning matters. You will work closely with high-net-worth clients, families, and individuals crafting comprehensive estate plans tailored to their unique needs and objectives. Your expertise in wills, trusts, and estate tax...
-
Financial Planning Specialist
4 days ago
Naperville, Illinois, United States Fidelity Investments Full timeAbout the RoleThe Financial Planning Specialist will work alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through their knowledge and ability to build relationships, they will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts....
-
Design Consultant
3 months ago
Naperville, United States Ethan Allen Global Full timeDesign Consultant Naperville IL - 268, 2960 Audrey Avenue, Naperville, Illinois, United States of America Req #209 Wednesday, April 3, 2024 General Objectives: The Design Consultant works closely with the customer in the design center/studio, remotely, online or in the customer’s home to create individualized design solutions to sell Ethan Allen...
-
Demand Supply Planning Manager
1 week ago
naperville, United States Connect Search, LLC Full timeThis role oversees the operations and performance of one or more functional areas. The Demand and Supply Planning Manager is responsible for:Developing and implementing strategies that align with the company's overall goals and objectives as well as sets goals and objectives based for the assigned functional areas. Creating the overall direction of their...
-
Demand Supply Planning Manager
1 week ago
Naperville, United States Connect Search, LLC Full timeThis role oversees the operations and performance of one or more functional areas. The Demand and Supply Planning Manager is responsible for:Developing and implementing strategies that align with the company's overall goals and objectives as well as sets goals and objectives based for the assigned functional areas. Creating the overall direction of their...
-
Service Consultant
4 days ago
Naperville, Illinois, United States Gerald Auto Group Full timeJob DescriptionJob Summary:We are seeking a highly skilled Service Consultant to join our team at Gerald Auto Group. As a Service Consultant, you will be responsible for providing exceptional customer service, ensuring customer satisfaction, and driving sales growth.Key Responsibilities:Customer Service: Greet customers promptly and courteously, listen to...
-
Strategic Financial Planning Senior Analyst
3 months ago
Naperville, United States Aldi Full timeOur National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our...
-
Strategic Financial Planning Senior Analyst
3 weeks ago
Naperville, United States ZipRecruiter Full timeJob Description Our Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within...
-
Automotive Service Consultant
2 weeks ago
Naperville, Illinois, United States Bill Jacobs Volkswagen Full timeJob OverviewPosition Summary – Bill Jacobs Volkswagen Automotive Service ConsultantWe are thrilled to announce an opening for a Service Consultant to enhance our team. The primary responsibility of the Service Consultant is to provide expert recommendations for vehicle maintenance to our esteemed clientele and articulate the significance of regular upkeep...
-
Strategic Financial Planning Senior Analyst
3 weeks ago
Naperville, United States Aldi Inc. Full timeOur National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our...
-
Strategic Financial Planning Senior Analyst
3 months ago
Naperville, United States Aldi Full timeOur National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our...
-
Strategic Financial Planning Senior Analyst
2 weeks ago
Naperville, United States Aldi Full timeOur National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our...
-
Strategic Financial Planning Senior Analyst
1 week ago
Naperville, United States Aldi Full timeOur National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our...
-
Automotive Service Consultant
2 weeks ago
Naperville, Illinois, United States Bill Jacobs Volkswagen Full timeJob OverviewPosition Summary – Bill Jacobs Volkswagen Automotive Service ConsultantWe are thrilled to announce an opening for a Service Consultant to enhance our operations. The primary responsibility of the Service Consultant is to provide expert recommendations for vehicle maintenance to our esteemed clientele and articulate the significance of regular...
-
Consult Liaison Psychiatrist
10 hours ago
Naperville, United States NorthShore University HealthSystem Full timePosition Highlights: Position: Psychiatrist - Clinical Liaison Location: Naperville, IL (Edwards Hospital) Full Time A Brief Overview: The Consult-Liaison Psychiatrist at Endeavor Health provides direct patient care services to Edward Hospital inpatients admitted to the medical-psychiatric units at Edward Hospital (EH) and who are boarding in the EH...
-
Strategic Financial Planning Senior Analyst
2 months ago
Naperville, United States Aldi Inc. Full timeOur National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our...
-
Strategic Financial Planning Senior Analyst
2 months ago
NAPERVILLE, United States Aldi Full timeOur National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our...