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Financial Planning Specialist

2 months ago

Chicago, Illinois, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their objectives
  • Provide expert advice on investment solutions and retirement plans to meet clients' needs
  • Collaborate with internal teams to deliver comprehensive financial solutions to clients
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • Strong communication and interpersonal skills to effectively engage with clients
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer

Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also provide training and development opportunities to help you grow in your career. Our company culture values honesty, integrity, and the safety of our associates and customers.

About Fidelity Investments

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.