Financial Consultant

2 months ago

Orland Park, United States Fidelity TalentSource LLC Full time



Job Description:



Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.



The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.



The Expertise We re Looking For

  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • 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


The Skills You Bring

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions


Our Investments in You

Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding



The Value You Deliver

  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community




Certifications:

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

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

  • Investment Consultant

    1 month ago

    Orland Park, Illinois, United States Charles Schwab Full time

    About 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

    3 weeks ago

    Orland Park, Illinois, United States Charles Schwab Full time

    Your 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....

  • Sales Consultant

    4 weeks ago

    Orland Park, Illinois, United States The Good Feet Store Midwest Full time

    About 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 time

    About 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...

  • Planning Consultant

    2 months ago

    Orland Park, United States Fidelity TalentSource LLC Full time

    Job Description:Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...

  • Private Client Financial Consultant

    3 weeks ago

    Elkins Park, United States Citizens Financial Group, Inc. Full time

    Join Our Team of Experienced Financial AdvisorsCitizens Financial Group, Inc. is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining relationships with high-net-worth individuals and families, providing personalized financial planning...

  • Client Consultant

    2 weeks ago

    Fairview Park, United States Creative Financial Staffing Full time

    Client ConsultantAbout the Role: This position will primarily support their Senior Client Consultants with client service support and will provide a long-term career opportunity for growth within their unique PAE practice. The responsibilities include working closely as a team with the Senior Client Consultants in processing the incoming daily mail, entering...

  • Audit Staff

    2 weeks ago

    Orland Park, Illinois, United States Cherry Bekaert LLP Full time

    Job 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

    2 months ago

    Orland Park, Illinois, United States Cherry Bekaert Full time

    About 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...

  • Investment Consultant

    3 weeks ago

    ORLAND PARK, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...

  • Sales Consultant

    1 month ago

    Orland Park, United States The Good Feet Store Midwest Full time

    Job DescriptionJob DescriptionAre you ready to make a meaningful impact on people's lives? Join our team at Good Feet Midwest, an expanding franchisee of The Good Feet Store, America's #1 Arch Support Store. With 33 locations across the Midwest and South, we're poised for remarkable growth, planning to double our stores in the next 3-5...

  • Financial Controller

    1 month ago

    Schiller Park, Illinois, United States Brilliant Financial Search - IL Full time

    Job 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 Consultant

    2 weeks ago

    Schiller Park, Illinois, United States Charles Schwab Full time

    Role 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,...

  • Senior Government Healthcare Financial Consultant

    3 weeks ago

    Elkins Park, PA , USA, United States Mercer Full time

    About the RoleMercer is seeking a highly skilled Government Healthcare Financial Consultant to join our team. As a key member of our Government Human Services Consulting (GHSC) team, you will work closely with state governments to examine financial reports and understand emerging Medicaid healthcare experiences.Key ResponsibilitiesPartner with state...

  • Client Relationship Consultant

    1 month ago

    Orland Hills, Illinois, United States U.S. Bank Full time

    Job 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

    3 weeks ago

    Orland Park, Illinois, United States Old National Bank Full time

    Job 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

    1 month ago

    Orland Park, Illinois, United States Fidelity Investments Full time

    Job 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...

  • Economic Consultant

    3 weeks ago

    Menlo Park, California, United States Cornerstone Research Full time

    Cornerstone Research is a leading economic and financial consulting firm that provides expert testimony and analysis in complex disputes and regulatory investigations.We work with a network of prominent academics and industry practitioners to deliver rigorous, state-of-the-art analysis and provide high-quality services to our clients.Our team of experts is...

  • Senior Finance Consultant

    3 weeks ago

    Winter Park, Florida, United States RVR Consulting Group Full time

    Job Title: Senior Finance ConsultantRVR Consulting Group is seeking a highly skilled Senior Finance Consultant to join our team. As a key member of our consulting team, you will be responsible for developing financial models, performing financial and data analysis, and supporting M&A activities.Key Responsibilities:Develop financial models that provide...

  • Business Risk Consultant

    3 weeks ago

    Park Ridge, Illinois, United States Factory Mutual Insurance Company Full time

    Business 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...