Financial Consultant

2 months ago

Highland Park, United States Fidelity TalentSource LLC 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 ouru202Fbenefit programsu202Fare designed to help you and your family strike the right balance.u00A0 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 Fidelityu2014we 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 .

  • Lead Financial Consultant

    3 days ago

    Tinley Park, Illinois, United States Creative Financial Staffing Full time

    Lead Financial Consultant$80,000 to $110,000Creative Financial Staffing is seeking a highly skilled Lead Financial Consultant with a minimum of 3 years' experience in financial analysis. The ideal candidate will possess exceptional organizational skills, enabling them to handle multiple responsibilities with precision and accuracy. Strong written and verbal...

  • Lead Financial Consultant

    3 days ago

    Tinley Park, Illinois, United States Creative Financial Staffing Full time

    Lead Financial Consultant$80,000 to $110,000Creative Financial Staffing is seeking a highly skilled Lead Financial Consultant with a minimum of 3 years' experience in financial analysis. The ideal candidate will possess exceptional organizational skills, enabling them to handle multiple responsibilities concurrently while maintaining a high level of accuracy...

  • Experienced Wealth Management Consultant

    2 days 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...

  • Financial 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...

  • Financial Consultant

    2 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...

  • Financial Consultant

    2 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...

  • Financial Advisory Consultant

    2 days ago

    Orland Park, Illinois, United States Charles Schwab Full time

    Position Type:RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to collectively "challenge the status quo" and reshape the finance industry.As a Financial Advisory Consultant (FAC) at Charles Schwab, you will have the chance to learn...

  • Senior Financial Consultant

    3 days ago

    Lexington Park, Maryland, United States The Ladders Full time

    Overview:We are seeking a Senior Financial Consultant to join our team, providing critical support to various defense initiatives. This role is essential in managing financial operations and ensuring compliance with governmental regulations.Key Responsibilities:Support the financial management of advanced military systems, including unmanned and manned...

  • Financial Representative

    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...

  • Financial Planner

    1 week 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...

  • Senior Financial Analyst

    2 weeks ago

    Tinley Park, United States Brilliant Financial Search - IL Full time $80,000 - $90,000

    Job DescriptionJob DescriptionFinancial Analyst | $80k - $90kWe are seeking a highly motivated Financial Analyst with strong quantitative and analytical skills to join our client's corporate Finance team. Reporting to the VP of Finance, the Financial Analyst will be responsible for developing financial models, managing reporting and budgeting processes,...

  • Senior Financial Analyst

    4 days ago

    Tinley Park, United States Brilliant Financial Search - IL Full time $80,000 - $90,000

    Job DescriptionJob DescriptionFinancial Analyst | $80k - $90kWe are seeking a highly motivated Financial Analyst with strong quantitative and analytical skills to join our client's corporate Finance team. Reporting to the VP of Finance, the Financial Analyst will be responsible for developing financial models, managing reporting and budgeting processes,...

  • Wealth Management Consultant

    3 days ago

    Lexington Park, Maryland, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. This position is ideal for individuals with a passion for helping others achieve their financial goals.About Us:At First Command Financial Services, we pride ourselves on our commitment to our clients. Our team consists of...

  • Wealth Management Consultant

    2 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...

  • Wealth Management Consultant

    1 month 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...

  • Investments Operations Consultant

    2 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...

  • Investments Operations Consultant

    2 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...

  • Wealth Management Consultant

    2 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

    2 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

    1 week 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...