Investment Advisor

2 weeks ago


Chicago, Illinois, United States Fidelity Investments Full time

Position Overview:

As an Investment Advisor at Fidelity Investments, you will have the opportunity to focus on cultivating enduring relationships with clients while developing sophisticated financial strategies tailored to their unique needs.

Your Role:

In this client-facing position, you will interact directly with customers, providing expert guidance and personalized financial planning. You will leverage Fidelity's extensive resources and open architecture product platform to enhance the client experience and promote the firm's brand.

Qualifications:

  • Demonstrated success in relationship management and identifying client needs to recommend effective solutions.
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses preferred or the ability to obtain them upon hire.
  • Strong capability to articulate complex financial solutions to an informed clientele while establishing trust and rapport.
  • A degree or relevant professional certifications are advantageous; our Tuition Reimbursement program can assist you in obtaining a CFP or degree if needed.

Key Skills:

  • Ability to introduce diverse investment strategies to clients and consolidate additional assets through engaging, client-focused discussions.
  • Exhibiting coachability, collaboration, and curiosity as core attributes.
  • Dedication to delivering exceptional customer service and a passion for fostering client success.
  • Results-driven with a proactive approach to finding solutions and exceeding client expectations.
  • Comprehensive knowledge of investment products and solutions.

Our Commitment to You:

At Fidelity, we recognize that our greatest asset is our people. We offer a competitive compensation package that includes a stable base salary to reward your achievements. Our benefits are designed to support you and your family in achieving a healthy work-life balance. Comprehensive training programs are available to ensure you have the tools necessary for success.

Your Impact:

  • Your integrity, insights, and meticulous planning will empower you to guide clients toward their retirement objectives.
  • Providing comprehensive investment solutions and retirement planning tailored to meet clients' current and future needs.
  • Engaging clients through personal interactions that highlight your exceptional communication and relationship-building skills.
  • Demonstrating a steadfast commitment to client satisfaction while positively impacting the community.

Company Overview:

Fidelity Investments is dedicated to enhancing the financial well-being of our clients. We assist individuals in planning for their futures, support organizations in delivering employee benefits, and provide institutions with investment and technology solutions.

Join Our Team:

At Fidelity, you will discover numerous opportunities to build a fulfilling career that makes a difference in people's lives. We offer flexible benefits that adapt to your career stage, empowering you to thrive both professionally and personally. Recognized as a top workplace, we foster an inclusive culture that values diversity and belonging.


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