Current jobs related to Financial Consultant - Orland Park, Illinois - Fidelity TalentSource LLC
-
Investment Consultant
4 weeks ago
Orland Park, Illinois, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients using...
-
Investment Consultant
1 month ago
Orland Park, Illinois, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing exceptional service and guidance on investment products and services.Key ResponsibilitiesBuild and maintain...
-
Financial Services Representative
2 weeks ago
Orland Park, Illinois, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, you'll have the chance to grow your career in the financial services industry. As an Investment Consultant, you'll learn and develop skills to build a book of business through proactive outreach to existing clients, identifying opportunities through needs-based analysis, and positioning suitable products and solutions....
-
Financial Services Representative
1 month ago
Orland Park, Illinois, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...
-
Sales Consultant
3 weeks ago
Orland Park, Illinois, United States The Good Feet Store Midwest Full timeAbout The Good Feet Store MidwestWe're a dynamic team dedicated to helping people live better lives by relieving foot, knee, and back pain through premium Good Feet Arch Supports. Our mission is to enhance our community's well-being by providing exceptional customer service and expert advice on our products.Job SummaryWe're seeking a driven and compassionate...
-
Investment Consultant
1 month ago
Orland Park, Illinois, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesLearn and grow within our Branch Network at the ground floor.Build...
-
Audit Staff
7 days ago
Orland Park, Illinois, United States Cherry Bekaert LLP Full timeJob SummaryCherry Bekaert LLP is seeking a highly motivated and detail-oriented Audit Staff to join our Financial Services team. As an Audit Staff, you will work on a wide variety of audit engagements under the supervision of different accounting professionals.Key ResponsibilitiesEngage and serve clients from various industriesCommunicate with project...
-
Audit Staff
1 month ago
Orland Park, Illinois, United States Cherry Bekaert Full timeAbout the RoleCherry Bekaert is seeking a highly skilled Audit Staff to join our team. As an Audit Staff, you will play a critical role in delivering high-quality audit services to our clients. You will work closely with our experienced audit professionals to ensure that our clients receive exceptional service and value.Key ResponsibilitiesEngage with...
-
Financial Controller
1 month ago
Schiller Park, Illinois, United States Brilliant Financial Search - IL Full timeJob DescriptionBrilliant Financial Search - IL is seeking a highly skilled and strategic Financial Controller to join our client's team. The ideal candidate will have a strong background in financial management, exceptional analytical abilities, and a thorough understanding of the logistics industry. This is a fantastic opportunity to advance your career...
-
Financial Analyst
4 weeks ago
Schiller Park, Illinois, United States Brilliant Financial Staffing - IL Full timeJob OpportunityBrilliant Financial Staffing is seeking a skilled Collections Analyst to join their team in Schiller Park, IL. The ideal candidate will have experience with B2B collections, ERP systems, and strong communication skills.Key ResponsibilitiesConduct credit reviews to determine payment terms for new and existing customers, analyzing credit reports...
-
Financial Consultant
1 week ago
Schiller Park, Illinois, United States Charles Schwab Full timeRole SummaryAs a Financial Consultant - Active Trader at Charles Schwab, you will play a key role in helping clients achieve their financial goals. You will work closely with clients to understand their investment objectives and provide tailored solutions to meet their needs. This includes developing and executing a business plan to generate new clients,...
-
Client Relationship Consultant
4 weeks ago
Orland Hills, Illinois, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance on our deposit and loan products and services.Key ResponsibilitiesBuild and maintain...
-
Relationship Banker
2 weeks ago
Orland Park, Illinois, United States Old National Bank Full timeJob OverviewAt Old National Bank, we're committed to helping our clients achieve their financial goals and dreams. As a Relationship Banker, you'll play a critical role in developing and cultivating long-term client relationships by providing personalized financial solutions and expert advice. Key Responsibilities• Develop and grow client relationships...
-
Relationship Manager
4 weeks ago
Orland Park, Illinois, United States Fidelity Investments Full timeJob Description:As a Relationship Manager at Fidelity Investments, you will play a pivotal role in fostering client relationships and identifying opportunities to deepen the relationship in meaningful ways.You will be responsible for keeping the Financial Consultants organized and ensuring that the daily work is carried out with the client's needs at the...
-
Business Risk Consultant
2 weeks ago
Park Ridge, Illinois, United States Factory Mutual Insurance Company Full timeBusiness Risk Consulting at Factory Mutual Insurance Company **Overview** Factory Mutual Insurance Company is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. Our company helps clients maintain continuity in...
-
Business Risk Consultant
7 days ago
Park Ridge, Illinois, United States Factory Mutual Insurance Company Full timeJob SummaryFactory Mutual Insurance Company is seeking a highly skilled Business Risk Consultant to join our team. As a Business Risk Consultant, you will play a critical role in enhancing our relationships with clients, improving their senior and executive management's awareness of the resilience of key business drivers through quantitative analysis,...
-
Business Risk Consultant
2 weeks ago
Park Ridge, Illinois, United States Factory Mutual Insurance Company Full timeBusiness Risk ConsultantAt Factory Mutual Insurance Company, we're seeking a skilled Business Risk Consultant to join our team. As a Business Risk Consultant, you will play a critical role in enhancing our relationships with clients, improving their senior and executive management's awareness of key business drivers, and ultimately increasing client...
-
Relationship Manager
2 weeks ago
Orland Park, Illinois, United States Fidelity TalentSource LLC Full timeJob Summary: We are seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity.About the Role: As a Relationship Manager, you will be responsible for fostering client...
-
Sales Representative
4 weeks ago
Orland Park, Illinois, United States The Good Feet Store Midwest Full time{"title": "Sales Consultant", "description": "Transform Lives with Good Feet MidwestAre you passionate about helping people find relief from foot, knee, and back pain? We're seeking a dedicated Sales Consultant to join our team at Good Feet Midwest, an expanding franchisee of The Good Feet Store. With 33 locations across the Midwest and South, we're poised...
-
Financial Analyst
2 weeks ago
Tinley Park, Illinois, United States Brilliant Staffing Full timeFinancial Analyst Job DescriptionBrilliant Staffing is seeking a highly skilled Financial Analyst to join their corporate Finance team. This role offers the opportunity to work closely with senior leadership and make a significant impact on the company's financial strategy and operations.Key Responsibilities:Analyze business and financial data to identify...
Financial Consultant
2 months ago
We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity TalentSource LLC. As a Financial Consultant, you will be responsible for providing expert financial guidance and planning to our clients, helping them achieve their long-term financial goals.
Key Responsibilities- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Develop and implement comprehensive financial plans, including investment strategies and retirement planning.
- Provide expert advice on investment products and services, including mutual funds, stocks, and bonds.
- Stay up-to-date on industry trends and developments, ensuring that clients receive the best possible advice.
- Collaborate with other financial professionals to ensure seamless delivery of services to clients.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Previous success in building relationships, uncovering needs, and recommending solutions.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A supportive and collaborative work environment, with opportunities for professional growth and development.
- A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Fidelity TalentSource LLC is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are committed to delivering exceptional service and expertise, while fostering a culture of innovation and excellence.
