Investment Expert Partner

2 weeks ago


Orland Park, Illinois, United States Fidelity TalentSource LLC Full time
Role Overview
Fidelity Investments is a leader in the financial services industry, dedicated to empowering individuals and institutions to achieve their long-term goals. As an Investment Consultant at Fidelity, you will play a vital role in helping clients make informed investment decisions that align with their unique needs and objectives.

About the Role
This position offers a rewarding opportunity to work directly with clients, providing personalized investment guidance and solutions that cater to their individual circumstances. You will leverage Fidelity's extensive range of products and services, as well as your own expertise and judgment, to develop customized financial plans that meet the evolving needs of your clients.

Key Responsibilities
  • You will engage with existing clients and warm leads, utilizing Fidelity's guidance tools to present solutions and service offerings that best meet client needs.
  • Leveraging technology, you will prepare for and conduct efficient one-on-one appointments to maximize client time, while also planning for post-appointment follow-up.
  • Growing relationships through proactive outreach, you will seek to understand clients' goals and objectives, referring them to a wealth management partner based on their needs and financial complexity.

Requirements and Qualifications
To succeed in this role, you will require: Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire; A comprehensive understanding of various investment solutions, enabling you to educate customers on the values and differences of each; Excellent interpersonal skills and ability to grow relationships, taking initiative and exceeding expectations; Outstanding communication and consultative skills, thriving in a fast-paced work environment;
What We Offer
Fidelity is committed to investing in its associates' growth and development. As an Investment Consultant, you can expect:A competitive total rewards package, including a stable base salary; Training in-branch, regionally, nationally, and virtually to help you excel in all aspects of your business; A supportive team environment, where you can build lasting relationships with colleagues and contribute to a culture of excellence.
Impact and Opportunities
In this role, you will have a lasting impact on clients' financial futures by effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet their needs. With a focus on building strong relationships and delivering exceptional results, you will be empowered to take ownership of your career and drive success in a dynamic and supportive environment.

  • Orland Park, Illinois, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be the official face of Fidelity, inspiring client dedication and engagement through integrity and honesty.About the RoleThis role involves providing exceptional customer service, phone, and financial services experience, as...


  • Orland Park, Illinois, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled Financial Representative to join our team. This is an exciting opportunity for a results-driven individual to make a key impact on our branch atmosphere and deliver exceptional client experiences.Key ResponsibilitiesProvide expert advice and guidance to clients, identifying opportunities to deepen relationships...


  • Orland Park, Illinois, United States Jacent Strategic Merchandising Full time

    Jacent Strategic Merchandising is a leading cross-merchandising impulse product company in North America, offering innovative solutions to simplify the retail industry. Our team of experts provides strategic merchandising programs that drive sales and create engaging shopping experiences.We are seeking a self-motivated Strategic Retail Merchandising...


  • Orland Park, Illinois, United States Jacent Strategic Merchandising Full time

    Seeking a highly motivated and detail-oriented individual to join our team as a Strategic Merchandising Specialist in Orland Park, IL or Tinley Park, IL area. In this role, you will be responsible for cultivating relationships with in-store management, executing merchandising resets, building retail displays, and implementing plan-o-grams.About JacentJacent...


  • Orland Park, Illinois, United States Milan Laser Hair Removal Full time

    About Milan Laser Hair RemovalMilan Laser Hair Removal is a leading provider of laser hair removal services, utilizing top-of-the-line technology and expert medical professionals to deliver exceptional results. With a strong commitment to client satisfaction and a comprehensive approach to aesthetics, we offer a unique opportunity for a registered nurse to...


  • Highland Park, Illinois, United States Synectics Inc Full time

    **Job Description**We are a dynamic company in the heavy industrial industry, providing structural and civil design services with dedication since the 1980s. Our team of experts is passionate about delivering high-quality solutions that meet our clients' needs.**Company Overview**We partner with our licensed employees to offer real profit sharing without...


  • Melrose Park, Illinois, United States Interlake Mecalux Full time

    We are seeking an experienced Logistics Sales Expert to join our team at Interlake Mecalux. This role is responsible for the commercialization of EasyWMS, a versatile WMS software developed in-house by over 200 engineers.Job OverviewThe Account Executive will be part of the sales team and will be responsible for the full sales cycle of WMS including...


  • Melrose Park, Illinois, United States Empire Today Full time

    About the RoleWe are seeking a highly skilled Education and Training Specialist to join our team at Empire Today. This is an exciting opportunity for someone who is passionate about creating engaging and effective learning experiences.Responsibilities:Conduct thorough training needs analysis to identify knowledge, skills, and competencies required for job...

  • Cath Lab Technologist

    2 weeks ago


    Richton Park, Illinois, United States Supplemental Health Care Full time

    Company OverviewSupplemental Health Care is a leading healthcare staffing agency, dedicated to providing world-class service and connecting talented professionals with life-changing opportunities.About the RoleWe are seeking an experienced Cath Lab Technologist to join our team on a 13-week contract in Olympia Fields, Illinois. As a key member of our medical...


  • Park Ridge, Illinois, United States Applause Home Care Full time

    We're looking for a Caregiver Support Specialist to join our team at Applause Home Care! As a skilled CHHA, you'll provide warm and engaging personal care services, assistance, support, and companionship to our clients. This is a fantastic opportunity to make a real difference in people's lives while working in a nourishing environment that values your...


  • Melrose Park, Illinois, United States Soliant Full time

    Job Opportunity OverviewSoliant Health is partnering with a school district in New York to fill an Occupational Therapist (OT) role.This position offers the chance to gain valuable experience working with school-age students and expand your professional network.Estimated Salary Range:$85,000 - $110,000 per year, based on industry standards and location...


  • Tinley Park, Illinois, United States Kaleidoscope Education Solutions Full time

    Role OverviewKaleidoscope Education Solutions is a leading provider of in-person and online related services for K-12 education staffing. We will act on your behalf as your agent and work to create the perfect match for your skills and experience.About UsWe have partnered with schools to find stellar mental health professionals to enrich the lives of...


  • Melrose Park, Illinois, United States Amazon Full time

    Job DescriptionWe are looking for a skilled Delivery Station Liaison to join our team at one of our last-mile delivery warehouses. As a key member of our customer service team, you will play a critical role in ensuring that our customers receive their packages on time and with a smile.Your primary responsibilities will include communicating with customers...

  • Eyewear Specialist

    1 day ago


    Evergreen Park, Illinois, United States Sunglass Hut Full time

    Eyewear Specialist - Sunglasses and OpticsWe're seeking an Eyewear Specialist to join our team at Sunglass Hut. As an expert in sunglasses and optics, you will deliver exceptional customer experiences and provide personalized recommendations to meet sales targets.Your key responsibilities will include leveraging reporting tools to track individual results,...


  • Hopkins Park, Illinois, United States North Dakota State University Full time

    About UsNorth Dakota State University is a leading institution in education and research, committed to providing an exceptional learning experience for students. We value diversity and inclusivity, fostering a community where diverse perspectives thrive.Job Title: Extension Agent, Family Nutrition ProgramWe are seeking an experienced Extension Agent to join...


  • Highland Park, Illinois, United States Healthcare Support Full time

    Healthcare Support is a leading healthcare employment partner seeking an experienced travel healthcare professional to join their team as a hospice RN in Moraine, Ohio.About the JobThis 13-week assignment offers a unique opportunity for skilled nurses to work in a dynamic Home Health Hospice setting, providing high-quality care to patients and their...


  • Melrose Park, Illinois, United States Insight Global Full time

    Company Overview: Insight Global is a leading provider of workforce solutions, partnering with clients to deliver expert talent and innovative solutions. As a Datacenter Infrastructure Specialist, you will play a critical role in supporting our data center operations and ensuring the delivery of high-quality services to our clients.Estimated Salary: $80,000...


  • Schiller Park, Illinois, United States BMO Financial Group Full time

    About Us:BMO Financial Group is a leading financial institution dedicated to creating lasting, positive change for our customers, communities, and people. We strive to help individuals achieve their goals and make an impact from day one.Salary: $140,000 - $220,000 per annumJob Description:About the Role:The Transformation Director of Market Development will...

  • Tax Executive Leader

    3 weeks ago


    Highland Park, Illinois, United States Talently Recruiting Full time

    About Company / Opportunity:Talently Recruiting is proud to partner with an Award Winning Top 200 CPA firm that has been in business for over 30+ years. This esteemed firm has consistently received awards for being a top place to work and was recently recognized as one of the top firms to work for in the Inc 5000.Are you drawn to the challenge and complexity...


  • Melrose Park, Illinois, United States Soliant Full time

    School-Based Occupational Therapist Opportunity in Melrose Park, ILEst. Salary: $60,000 - $80,000 per yearJob OverviewSoliant Health is a leading provider of specialized educational support services, partnering with schools to enhance student outcomes through expert therapy and consulting.This part-time contract position offers the opportunity to make a...