Investment Advisor
2 weeks ago
Job Overview:
Financial Consultant
If you are looking to focus on nurturing client relationships and developing intricate financial strategies, consider a position with a reputable industry leader. Fidelity offers a unique business model that includes an established client portfolio and robust institutional business sources, setting us apart in the financial sector. We prioritize your professional development, flexibility, and support, fostering long-term 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 premier resources in the financial domain, allowing you to cultivate relationships with our existing clientele.
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 willingness to obtain Series 65/66 upon hiring
- Strong ability 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
- Capability to introduce clients to diverse investment strategies and consolidate additional client assets through engaging, client-focused discussions
- Attributes such as coachability, collaboration, and curiosity are essential
- Dedication to delivering exceptional customer experiences and a passion for facilitating client success
- Driven by results and solution-oriented, you take initiative and strive to exceed client expectations
- In-depth knowledge of investment products and solutions
Our Commitment to You
At Fidelity, our greatest asset is our people, and we believe in a holistic approach to life. We provide a competitive total rewards package, including a stable base salary, to acknowledge employee 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 all aspects of your career.
The Value You Provide
- 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 skills
- Demonstrating a steadfast commitment to clients while positively impacting the community
Certifications Required:
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-profits in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.
Our Culture
At Fidelity, you will discover numerous opportunities to build a fulfilling career that positively influences 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. You do not need a finance background to thrive 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 in-person collaboration to meet both associate and business needs.
Fidelity's Values
We uphold honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain positions may require candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will undergo a background investigation, which may include criminal, civil litigation, regulatory reviews, employment, education, and credit checks, depending on the role. Where permitted by law, Fidelity may also conduct a pre-employment drug screening.
Fidelity Investments is an equal opportunity employer, committed to attracting, developing, and retaining a diverse workforce by fostering a culture of inclusion and belonging.
Fidelity will accommodate applicants with disabilities who require adjustments to participate in the application or interview process.
-
Investment Advisor
1 week ago
Chicago, Illinois, United States Mesirow Full timeAbout Mesirow Mesirow is a distinguished, employee-owned financial services firm established in 1937. With its headquarters in Chicago and a global presence, Mesirow provides a wide range of services including Advisory Services, Global Investment Management, Capital Markets, and Investment Banking. Our intentional culture fosters high employee engagement,...
-
Financial Investment Advisor
2 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timePosition Overview:The Financial Investment Advisor Level I plays a crucial role in enhancing the telephonic outreach within designated regions, complementing the sales initiatives led by the territory's Vice President of Investment Consulting. This role is pivotal in formulating strategies aimed at broadening Calamos' market presence within the assigned...
-
Investment Advisor
2 weeks ago
Chicago, Illinois, United States Fidelity Investments Full timePosition 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...
-
Investment Advisor
2 weeks ago
Chicago, Illinois, United States Fidelity TalentSource LLC Full timeJob Overview:Financial ConsultantIf you are looking to focus on nurturing client relationships and developing intricate financial strategies, consider a position with a leading firm in the financial services sector. Fidelity offers a unique business model with an established client portfolio and a steady flow of business opportunities that is unparalleled in...
-
Investment Advisor
2 weeks ago
Chicago, Illinois, United States Fidelity TalentSource LLC Full timeJob Overview:Financial ConsultantIf 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...
-
Investment Advisor
1 week ago
Chicago, Illinois, United States Fidelity TalentSource LLC Full timeJob Overview:Financial ConsultantIf 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....
-
Investment Banking Managing Director
4 days ago
Chicago, Illinois, United States Bridgepoint Investment Banking Full timeJob OpportunityCompany OverviewBridgepoint Investment Banking is a next-generation, impact-focused investment banking firm that delivers top-notch results for family and founder-owned businesses. We provide full-service investment banking solutions for non-sponsored companies across the country.Job SummaryWe are seeking a Head of Transportation Managing...
-
Senior Investment Specialist
2 days ago
Chicago, Illinois, United States Northern Trust Full timeAbout the RoleThe Senior Investment Specialist is a key contributor to the Northern Trust Asset Management (NTAM) Wealth Client Group's (WCG) Portfolio Solutions Group (PSG), serving as a technical subject matter expert (SME) within specific segments of the capital markets for Northern Trust Wealth Management (NTWM) portfolio advisors and third-party...
-
Investment Specialist
3 days ago
Chicago, Illinois, United States CrossBoundary Full timeAbout the RoleCrossBoundary is seeking a highly skilled Investment Advisor to join our team in Latin America. As a member of our transaction team, you will play a critical role in identifying and evaluating investment opportunities, conducting macroeconomic market assessments, and providing investment transaction support.Key ResponsibilitiesOversee the...
-
Investment Consultant
2 weeks ago
Chicago, Illinois, United States New York Life - Todd Couture Full timeJob OverviewWe are looking for a knowledgeable Financial Advisor to guide our clients in crafting and executing financial strategies that align with their aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a strong history of fostering enduring advisory relationships, and outstanding communication...
-
Private Equity Investment Professional
2 weeks ago
Chicago, Illinois, United States Selby Jennings Full timeRole Overview: We are seeking a highly motivated and detail-oriented Investment Professional to play a key role in our investment and portfolio management activities. This position will allow for the associate to be charged as deal captain and provide substantial interaction with senior investment professionals and important stakeholders within our portfolio...
-
Credit Investment Analyst
2 weeks ago
Chicago, Illinois, United States Atlantic Group Full timeKey Responsibilities:Evaluate Confidential Information Memorandums to assess potential investment opportunities across various sectors and financial transactions, including leveraged buyouts, mergers and acquisitions, dividend recapitalizations, and refinancings.Conduct thorough due diligence on prospective deals, which involves participating in and...
-
Investment Research Associate
4 days ago
Chicago, Illinois, United States Mesirow Financial Full timeAbout Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm with a rich history dating back to 1937. Headquartered in Chicago, our global presence spans multiple offices, serving clients through a range of capabilities, including Global Investment Management, Capital Markets and Investment Banking, and Advisory...
-
Global Investment Strategist
3 days ago
Chicago, Illinois, United States Calamos Asset Management Full time**About Calamos Asset Management**Calamos Asset Management is a leading global investment firm dedicated to delivering value-added performance and exceptional client service. Grounded in a strong commitment to family values, the company provides its associates with a challenging environment that fosters personal and professional growth.**Our Investment...
-
Chicago, Illinois, United States Wilshire Advisors LLC Full timePosition OverviewCompany OverviewWilshire Advisors LLC is committed to enhancing investor outcomes through tailored portfolio solutions, leveraging over 50 years of expertise in the financial sector. With a focus on innovative technologies and research-driven strategies, we manage over $1 trillion in assets for a diverse range of institutional clients across...
-
Investment Portfolio Manager
7 days ago
Chicago, Illinois, United States First Recruiting Full timeJob SummaryFirst Recruiting is seeking a highly skilled Portfolio Director to join our Asset Management Group. As a key member of our team, you will be responsible for managing assets on behalf of our firm, monitoring existing holdings, generating new investment ideas, and devising and implementing investment strategies.Key ResponsibilitiesMonitor and...
-
Investment Consulting Analyst
1 week ago
Chicago, Illinois, United States Fiducient Advisors Full timeCompany Overview:Fiducient Advisors specializes in providing customized investment consulting solutions to a diverse clientele, including retirement plan sponsors, endowments, foundations, private clients, and financial institutions. With a team of over 200 professionals across the nation, we are dedicated to our mission of fostering client success.Position...
-
Chicago, Illinois, United States Wilshire Advisors LLC Full timePosition OverviewCompany Overview:At Wilshire Advisors LLC, we are committed to enhancing the financial outcomes of our clients. With over five decades of experience, we specialize in delivering tailored portfolio solutions that are informed by extensive research and cutting-edge technology.Wilshire manages assets exceeding $1 trillion for some of the most...
-
Investment Consultant
1 week ago
Chicago, Illinois, United States New York Life - Todd Couture Full timeJob OverviewWe are looking for a skilled Financial Advisor to guide our clients in crafting and executing financial strategies tailored to their aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a strong history of fostering enduring advisory relationships, and outstanding communication...
-
Investment Consulting Analyst
2 weeks ago
Chicago, Illinois, United States Fiducient Advisors Full timeCompany Overview: Fiducient Advisors specializes in providing customized investment consulting services to a diverse clientele, including retirement plan sponsors, endowments, foundations, private clients, and financial institutions. With a team of over 200 professionals across the nation, we are dedicated to our mission of fostering client success.Position...