Financial Services Representative

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 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 Glassdoor Employees’ Choice Award, 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.

Fidelity's working model 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, detailed in this document, 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 fidelitycareers.com.

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 accommodations@fmr.com.

We welcome those with experience in jobs such as Residential Real Estate Agent, Staff Accountant, and Retail Sales Representative and others in the Accounting and Finance to apply.

  • Financial Services Representative

    4 days ago

    Orland Park, Illinois, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Engagement: Build and maintain strong relationships with clients, providing personalized...

  • Financial Services Representative

    3 months ago

    Orland Park, United States Fidelity Investments Full time

    Job Description : Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor...

  • Financial Services Representative

    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...

  • Financial Services Professional

    3 months ago

    Orland Park, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Orland Park, IL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Financial Services Professional

    1 month ago

    Orland Park, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Orland Park, IL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Financial Services Representative

    2 days ago

    Orland Park, Illinois, United States First American Bank Full time

    Job Summary:The Personal Banker position is a mid-level role within the Retail Banking Department at First American Bank. This role services the branch and provides professional customer service across both Teller and Banker functions.Key Responsibilities:Sales:Build and retain meaningful relationships with new and existing customers by identifying needs and...

  • Financial Services Representative

    2 days ago

    Evergreen Park, Illinois, United States Credit Union 1 Full time

    Job SummaryCredit Union 1 is a leading financial institution recognized for its commitment to providing exceptional service and support to its members. We are seeking a highly motivated and customer-focused Financial Services Representative to join our team.Key ResponsibilitiesProvide financial and account services to members in a professional and efficient...

  • Financial Services Representative

    2 weeks ago

    Valley Park, Missouri, United States Commerce Bank Full time

    About Commerce Bank At Commerce Bank, we believe that building a career is more than just climbing the corporate ladder. It’s about empowering individuals to achieve financial stability and success, fostering business growth, and ensuring that our clients and their finances are well-managed. Our dedication extends beyond our customers; it encompasses our...

  • Customer Service Representative

    2 months ago

    Los Angeles, CA - University Park Campus, United States Financial and Business Services Full time

    Capitalizing on over 140 years of history and tradition in downtown Los Angeles, the University of Southern California (USC) has embarked on an unprecedented period of expansion. USC is now poised to take its place as the preeminent research institution of the 21st century and we are looking for skilled, motivated professionals to help forge the future of...

  • Financial Services Representative

    5 days ago

    Deer Park, Washington, United States Billy Costello - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at Billy Costello - State Farm Agent. As an Account Executive, you will play a critical role in marketing and selling financial products to our customers, helping them manage everyday risks and achieve their financial goals.Key ResponsibilitiesDevelop and...

  • Financial Services Representative

    2 months ago

    Menlo Park, United States Monterra Credit Union Full time

      Do you possess a broad knowledge of financial products and services? Would you like...

  • Financial Services Representative

    2 days ago

    Hot Springs National Park, Arkansas, United States Heather Powell - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Heather Powell - State Farm Agent. As a key member of our team, you will play a critical role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesCustomer Education: Use a customer-focused, needs-based review...

  • Customer Service Representative

    5 days ago

    Buena Park, California, United States Lobel Financial Corporation Full time

    Job SummaryLobel Financial Corporation is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our front office, you will be responsible for providing exceptional service to our clients and internal stakeholders.Key Responsibilities:Answer and direct incoming calls in a professional and courteous...

  • Financial Services Representative

    2 weeks ago

    Winter Park, Florida, United States Climate First Bank Full time

    Transforming Finance for a Sustainable Future Climate First Bank operates as a Florida Benefit Corporation, committed to reducing atmospheric CO2 while providing essential banking services. Founded by seasoned bank entrepreneur Ken LaRoe, we pride ourselves on being a values-driven institution dedicated to long-term sustainability. We are currently seeking a...

  • Financial Services Analyst

    4 weeks ago

    Orland Park, United States City of Orland Park Illinois Full time

    Reporting to the Director of Recreation, this position works closely with all members of the Recreation management team as well as members of the Finance department and supervises and analyzes all accounting, budgeting and financial reporting activit Financial, Recreation, Analyst, Accounting, Budget, Banking, Service

  • Patient Service Representative

    2 days ago

    Orland Park, United States Orthodontic Experts Ltd Full time

    Job Type Full-timeDescriptionAbout us:Orthodontic Experts is dedicated to quality care and orthodontic excellence; we are a community committed to making a difference in our patients' lives. We are looking for the best of the best to join our team as a Patient Service Representative. We currently have twenty-four offices in the greater Chicagoland area,...

  • Patient Service Representative

    2 weeks ago

    Orland Park, United States Orthodontic Experts LTD Full time

    Description:About us:Orthodontic Experts is dedicated to quality care and orthodontic excellence; we are a community committed to making a difference in our patients' lives. We are looking for the best of the best to join our team as a Patient Service Representative. We currently have twenty-four offices in the greater Chicagoland area, Wisconsin, and...

  • Patient Service Representative

    2 weeks ago

    Orland Park, United States Orthodontic Experts LTD Full time

    Description:About us:Orthodontic Experts is dedicated to quality care and orthodontic excellence; we are a community committed to making a difference in our patients' lives. We are looking for the best of the best to join our team as a Patient Service Representative. We currently have twenty-four offices in the greater Chicagoland area, Wisconsin, and...

  • Patient Service Representative

    2 weeks ago

    Orland Park, United States Orthodontic Experts LTD Full time

    Description:About us:Orthodontic Experts is dedicated to quality care and orthodontic excellence; we are a community committed to making a difference in our patients' lives. We are looking for the best of the best to join our team as a Patient Service Representative. We currently have twenty-four offices in the greater Chicagoland area, Wisconsin, and...

  • Customer Service Representative

    2 days ago

    Litchfield Park, Arizona, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our Retail Branch organization as a Teller. As a key member of our team, you will provide exceptional customer service, accurately process high-volume customer banking transactions, and develop banking product referral opportunities through strong...