Investment Consultant

1 month ago

Highland Park, United States Fidelity TalentSource LLC Full time



Job Description:



Investment Consultant

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.



The Purpose of Your Role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.



The Expertise We re Looking For

  • Effectively utilizing Fidelity s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs

  • Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment follow-up

  • Growing relationships through proactive outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexity

  • Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire

  • Degree and/or other professional certifications such as a CFP are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one



The Skills You Bring

  • You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each

  • Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations

  • You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment



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

In this role you will work directly with clients to help them make investment decisions that are in their best interest.\u00A0 By effectively navigating Fidelity s planning and guidance tools, presenting and implementing solutions that best meet the client s needs, you will have a lasting impact on the client s financial future.

Please note this role requires in-person attendance in the assigned Branch location.





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

    4 weeks ago

    Orland Park, Illinois, United States Fidelity Investments Full time

    About 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 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...

  • Investment Consultant

    2 weeks ago

    Stone Park, Illinois, United States Charles Schwab Full time

    About the RoleAs an Investment Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network. This role is the first step towards becoming a Financial Consultant (FC) at Schwab, providing the exposure and experience required to advance in this challenging space.Key ResponsibilitiesBuild a book of business through...

  • Investment Consultant

    2 weeks ago

    Menlo Park, California, United States Charles Schwab Full time

    {"title": "Investment Consultant Opportunity", "description": "Unlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping clients achieve their financial goals? Do you have a knack for building strong relationships and a desire to learn and grow in a dynamic industry? If so, we invite you to explore our Investment...

  • Investment Consultant

    2 weeks ago

    Menlo Park, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping clients achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore the Investment Consultant role at Charles Schwab.About the RoleAs an Investment Consultant, you will...

  • Investment Consultant

    1 month ago

    Menlo Park, California, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, working closely with our skilled Financial Consultants to deliver unparalleled value and...

  • Investment Consultant

    4 weeks ago

    Menlo Park, California, United States Charles Schwab Full time

    Join Our Team as an Investment ConsultantWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab in Menlo Park, CA. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment products and...

  • Investment Consultant

    1 month ago

    Menlo Park, California, United States Charles Schwab Full time

    About the RoleWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional customer service.Key ResponsibilitiesDevelop...

  • Investment Consultant

    4 days ago

    Menlo Park, California, United States Charles Schwab Full time

    About the Role:At Charles Schwab, we're seeking a talented Investment Consultant to join our Branch Network team. As an Investment Consultant, you'll have the opportunity to learn and grow within our organization, working closely with our skilled Financial Consultants to deliver unparalleled value and service to our clients.Key Responsibilities:Build a book...

  • Investment Consultant

    1 month ago

    Menlo Park, California, United States Charles Schwab Full time

    {"title": "Investment Consultant Role Overview", "content": "Unlock Your Potential in Financial ConsultingAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, gaining exposure and experience required to advance...

  • Investment Consultant

    1 week ago

    Menlo Park, California, United States Charles Schwab Full time

    At 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.As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network...

  • Investment Consultant- Menlo Park, CA

    4 days ago

    Menlo 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 Network...

  • Investment Consultant

    4 days ago

    Menlo Park, California, United States Charles Schwab Full time

    Your opportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for helping others, driving us to challenge the status quo and transform the finance industry together.As an Investment Consultant (IC) at Schwab, you'll have the opportunity to learn...

  • Investment Consultant- Menlo Park, CA

    1 week ago

    Menlo Park, CA, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At 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 Network at...

  • Investment Portfolio Analyst

    4 weeks ago

    Schiller Park, Illinois, United States AssetMark Full time

    Job SummaryWe are seeking a highly skilled Investment Consulting Analyst to join our team at AssetMark. As a key member of our investment consulting team, you will play a critical role in helping investment consultants build investment model portfolios and drive in-depth investment analysis to support business needs.Key ResponsibilitiesDevelop and test...

  • Investment Consultant

    4 weeks 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...

  • Investment Consultant

    7 days ago

    Menlo Park, California, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Learn and grow...

  • Investment Consultant

    4 days ago

    Menlo Park, California, United States Charles Schwab Full time

    At 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.As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network...

  • Investment Consultant

    2 weeks ago

    Menlo Park, California, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional growth. Our purpose-driven culture and focus on development mean you'll have the tools to make a positive impact in the finance industry.As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network. This role...

  • Investment Consultant

    2 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...