Investment Advisor

1 week ago

Chicago, Illinois, United States Fidelity TalentSource LLC Full time



Job Overview:



Financial Consultant

If you are looking to focus on enhancing client relationships and developing intricate financial strategies, consider a position with a leading firm in the financial sector. Fidelity offers a unique business model that provides access to a substantial client base and institutional referrals, setting us apart in the industry. We prioritize professional development, flexibility, and support, ensuring long-term success for both you and our clients.



Your Role's Purpose

As a member of our Investor Center, you will interact directly with clients, providing tailored guidance and financial planning services while promoting the firm's brand. We equip you with a comprehensive product platform and premier resources in the financial sector, allowing you to cultivate relationships with an established clientele.



Qualifications We Seek
  • Demonstrated success in relationship building, identifying client needs, and proposing suitable solutions
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and relevant state registrations OR the ability to obtain Series 65/66 upon hiring
  • Strong capability to articulate complex solutions to an informed client base while establishing trust and credibility
  • A degree and/or relevant professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one


Skills You Bring
  • Ability to effectively introduce clients to various investment strategies and consolidate additional client assets through positive, client-focused discussions
  • Attributes such as coachability, collaboration, and curiosity are essential
  • Dedication to delivering exceptional customer experiences with a genuine interest in helping others succeed
  • Driven by results and solution-oriented, you take initiative and surpass client expectations
  • Extensive understanding of investment products and solutions


Our Commitment to You

At Fidelity, our greatest asset is our people, and we recognize the importance of a holistic approach to life. We provide a competitive total rewards package, including a stable base salary, to acknowledge associate achievements. Our benefit programs are designed to help you and your family achieve a balanced lifestyle. We offer comprehensive training in-branch, regionally, nationally, and virtually to support you in all facets of your role. You will receive the necessary training and onboarding to ensure your success.



The Impact You Make
  • Your integrity, insights, interpersonal skills, and meticulous planning enable you to guide and support clients in achieving their retirement objectives
  • Assisting clients by delivering comprehensive investment solutions and retirement strategies tailored to their current and future needs
  • Engaging clients through personal interactions, showcasing your communication and relationship-building abilities
  • Demonstrating a steadfast commitment to your clients while positively influencing the community


Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

Our Values

At Fidelity, you will discover numerous opportunities to build a fulfilling career that positively impacts lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to excel both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top workplace. A finance background is not a prerequisite for success at Fidelity; we offer various learning opportunities to help you realize your career aspirations. Our hybrid working model combines the advantages of remote work with essential in-person collaboration to meet both associate and business needs.

Fidelity's Commitment to Integrity

We uphold honesty, integrity, and the safety of our associates and clients within a highly regulated environment. Certain positions may require candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will be subject to a background investigation, which may include criminal, civil litigation, regulatory reviews, employment verification, education checks, and credit assessments, depending on the role. Where permissible by law, Fidelity may also conduct a pre-employment drug screening.

We invite you to explore opportunities with Fidelity Investments, an equal opportunity employer committed to fostering a diverse workforce through a culture of inclusion and belonging.

Fidelity is dedicated to accommodating applicants with disabilities who require adjustments to participate in the application or interview process.

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