Investment Advisor

2 weeks ago

Chicago, Illinois, United States Fidelity TalentSource LLC Full time



Job Overview:



Financial Consultant

If you are seeking to focus on nurturing client relationships and developing intricate financial strategies, consider a role with a prominent leader in the financial services sector. Fidelity offers a unique business model with an established client portfolio and institutional sources of business that are unparalleled in the market. At Fidelity, we foster professional development, flexibility, and support, paving the way for sustained success for both you and our clients.



Your Role's Purpose

As part of our Investor Center, you will interact directly with clients, providing tailored guidance and planning services while enhancing the firm's brand presence. We equip you with a comprehensive product platform and top-tier resources in the financial industry, allowing you to cultivate relationships with a loyal client base.



Desired Expertise
  • Proven track record in relationship building, identifying client needs, and proposing effective 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 hire
  • 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 do not currently hold 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 engaging, client-focused discussions
  • Attributes such as coachability, collaboration, and curiosity are fundamental to your approach
  • Dedication to delivering exceptional customer experiences with a genuine passion for client success
  • Driven by results and solution-oriented, you take initiative and consistently exceed client expectations
  • Extensive understanding of investment products and solutions


Our Commitment to You

Fidelity's greatest asset is our workforce, 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 accomplishments. Our benefit programs are designed to support you and your family in achieving a balanced lifestyle. We offer comprehensive training in-branch, regionally, nationally, and virtually to assist you in all facets of your role. You will receive ample training and onboarding support.



The Value You Provide
  • Your integrity, insights, interpersonal skills, and meticulous planning enable you to guide and support clients as they pursue 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 skills
  • Your unwavering commitment to clients contributes positively to 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. We support companies and non-profit entities in providing benefits to their employees. Additionally, we offer institutions and independent advisors investment and technology solutions to manage their clients' funds.

Explore Opportunities

At Fidelity, you will discover numerous avenues to cultivate a fulfilling career that positively influences lives, including your own. You can benefit from flexible offerings 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 provide a variety of learning opportunities to help you realize the career you envision. Fidelity's work model integrates the advantages of remote work with maximizing in-person collaboration to meet both associate and business needs.

At Fidelity, we prioritize honesty, integrity, and the safety of our associates and clients within a highly regulated environment. Certain positions may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will be required to complete a background investigation, which may include a review of criminal history, civil litigations, regulatory compliance, employment history, education, and credit (role-dependent). These investigations may cover a history of 7 years or more, depending on the position. Where permitted by federal or state law, Fidelity may also conduct a pre-employment drug screening.

We invite you to explore your potential at Fidelity Investments, an equal opportunity employer. We believe that attracting, developing, and retaining a diverse workforce is best achieved by fostering a culture of inclusion and belonging.

Fidelity will provide reasonable accommodations for applicants with disabilities who require adjustments to participate in the application or interview process.

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