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Wealth Management Associate

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 dynamic team as a Client Financial Advisor. In this position, you will have the chance to enhance your professional journey while providing essential support to clients in managing their financial matters. Comprehensive training will be offered to help you secure vital licenses, and continuous assistance will be available as you cultivate your expertise. As a Client Financial Advisor, your primary work will be conducted remotely, with occasional engagements at an Investor Center. Your key responsibilities will include addressing client inquiries, executing transactions, and offering valuable resources and support.

What You Can Anticipate

  • Participate in extensive training to acquire necessary licenses
  • Refine and develop your skills through a blend of remote work and in-person training
  • Progress your career within the investment management sector

Benefits of Our Career Development Program

  • Receive all essential training to excel in your role
  • Be acknowledged for your accomplishments and advancement within the organization
  • Gain insights into potential career trajectories and growth opportunities
  • Engage in a variety of development activities to enhance your capabilities

Qualifications

  • Excellent interpersonal and customer service abilities
  • Capacity to excel in a fast-paced setting

Your Skill Set

  • Genuine interest in financial services
  • Ability to deliver outstanding customer service
  • Strong attention to detail and multitasking skills
  • Capability to collaborate effectively and learn swiftly

Our Commitment to You

Our benefits program is tailored to support you and your family. Some of the offerings include Maternal and Parental Leave, Tuition Reimbursement, Health Insurance, Dental Insurance, and more.

Required Certifications

Series 07 - FINRA, Series 66 - FINRA