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Wealth Management Consultant

2 months ago

Orland Park, Illinois, United States Fidelity Investments Full time

Client Financial Advisor

Are you passionate about helping individuals achieve their financial goals? Join our esteemed team as a Client Financial Advisor. In this position, you will have the chance to enhance your professional skills while providing essential financial guidance to our clients. Comprehensive training will be provided to equip you with the necessary licenses, and continuous support will be available as you develop your expertise. As a Client Financial Advisor, your work will primarily be remote, with occasional visits to a local Investor Center. Your key responsibilities will include addressing client inquiries, managing transactions, and offering valuable resources and assistance.

What You Can Anticipate

  • Engage in thorough training to acquire required licenses
  • Refine and expand your skills through a blend of remote and in-person training
  • Progress your career within the financial advisory sector

Benefits of Our Career Development Program

  • Receive all essential training to excel in your role
  • Be acknowledged for your accomplishments and growth within the organization
  • Gain insights into potential career trajectories and advancement opportunities
  • Participate in a variety of development initiatives to boost your skills

Required Qualifications

  • Exceptional interpersonal and customer service abilities
  • Capacity to thrive in a dynamic work environment

Your Competencies

  • Genuine interest in financial services
  • Ability to deliver outstanding customer service
  • Strong attention to detail and ability to multitask
  • Willingness to collaborate and learn swiftly

Our Commitment to Your Growth

Our benefits package is tailored to support you and your family. Key benefits include Maternal and Parental Leave, Tuition Reimbursement, Health Insurance, Dental Insurance, and more.

Certifications Required

Series 07 - FINRA, Series 66 - FINRA