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Financial Planner

1 month ago

Chicago, Illinois, United States Fidelity Investments Full time
Job Description:

Are you looking for a career that allows you to make a meaningful impact on people's lives? Do you have a passion for helping others achieve their financial goals? We have an exciting opportunity for a Financial Planner to join our team at Fidelity Investments.

As a Financial Planner, you will work closely with our clients to understand their financial needs and goals, and develop personalized plans to help them achieve their objectives. You will also have the opportunity to work with a wide range of investment products and services, and help our clients make informed decisions about their financial futures.

We are looking for a highly motivated and organized individual who is passionate about delivering exceptional customer service and building strong relationships with our clients. If you have a strong background in finance and a desire to make a difference in people's lives, we encourage you to apply for this exciting opportunity.

The Expertise We're Looking For:
  • Previous success in building relationships and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Keen ability to present complex solutions to a knowledgeable client base
  • Degree and/or other professional certifications are helpful
The Skills You Bring:
  • Ability to thoughtfully introduce clients to different investment strategies
  • Being coachable, collaborative, and curious
  • Committed to delivering an outstanding customer experience
  • Motivated by results and finding solutions
Our Investments in You:

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

The Value You Deliver:

Your integrity, insights, interpersonal skills, and meticulous planning will allow you to mentor and support your clients as they look to reach their retirement goals. You will provide comprehensive investment solutions and retirement plans to meet their needs both now and for their future.

Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills, you will make a positive impact in the community.