- 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
- 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
- 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
-
Financial Consultant
2 weeks ago
Fidelity Investments Naperville, United StatesJob 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 mod ...
-
Financial Consultant
2 weeks ago
Fidelity Investments Naperville, United StatesJob 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 mode ...
-
Financial Consultant
3 weeks ago
CFA Institute Naperville, United StatesJob 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 mode ...
-
Financial Consultant
3 weeks ago
Fidelity TalentSource LLC Naperville, United StatesJob 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 m ...
-
Senior Stratajazz Consultant
1 week ago
Tandym Group Naperville, United StatesA consulting services company is currently seeking a Sr. Stratajazz Consultant for a Remote opportunity with their team. The Stratajazz implementation (currently in testing phase) is set for an August 2024 go-live date. Looking for a candidate with experience in Stratajazz, Epic ...
-
Finance Transformation Accounting Manager
2 weeks ago
Brilliant Naperville, United StatesBrilliant is an award-winning contract and consulting practice headquartered in Chicago and specializing in accounting, finance, technology and business solutions for the Midwest and Southeast regions of the U.S. labor markets. · Our client, a start-up Energy Tech company, is lo ...
-
Senior Stratajazz Consultant
3 days ago
Tandym Group Naperville, United StatesA consulting services company is currently seeking a Sr. Stratajazz Consultant for a Remote opportunity with their team. The Stratajazz implementation (currently in testing phase) is set for an August 2024 go-live date. Looking for a candidate with experience in Stratajazz, Epic ...
-
Finance Transformation Accounting Manager
1 week ago
Brilliant Naperville, United StatesBrilliant is an award-winning contract and consulting practice headquartered in Chicago and specializing in accounting, finance, technology and business solutions for the Midwest and Southeast regions of the U.S. labor markets. · Our client, a start-up Energy Tech company, is lo ...
-
Financial Advisor
3 weeks ago
Republic Bank of Chicago Naperville, United StatesJob Description · GENERAL FUNCTION: · The Financial Advisor combines interpersonal skills with all the resources of Republic Bank of Chicago and Ameriprise Financial to help community clients realize their financial goals. Financial Advisors are provided training to help them b ...
-
Relationship Manager
2 weeks ago
Fidelity TalentSource LLC Naperville, United States· Job Description: · Relationship Manager · As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, po ...
-
Planning Consultant
3 weeks ago
Fidelity Investments Naperville, United StatesJob 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 ...
-
Planning Consultant
2 weeks ago
Fidelity Investments Naperville, United StatesJob 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 ...
-
Planning Consultant
2 weeks ago
Fidelity Investments Naperville, United StatesJob 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 ...
-
Planning Consultant
3 weeks ago
Fidelity TalentSource LLC Naperville, United StatesJob 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 t ...
-
Planning Consultant
3 weeks ago
Fidelity TalentSource LLC Naperville, United StatesJob 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 t ...
-
Senior Auditor
1 week ago
Jobot Naperville, United States$$$ / Bonus / PTO / Room for growth This Jobot Job is hosted by: Brittany Packard Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $60,000 - $80,000 per year A bit about us: Our client is a small CPA firm specializing in providing c ...
-
Cybersecurity Project Manager
3 weeks ago
SPECTRAFORCE Naperville, United StatesRole: Cybersecurity Project Manager (Financial Services industry) · Duration: 10 Months (Potential for extension) · Location: Naperville office 60563, Hybrid 3-4x per week · Job Description Summary - Project Manager, Cybersecurity Office · Northern Trust's Cybersecurity Office (C ...
-
Lead CSR/Teller
3 weeks ago
Fifth Third Naperville, United States Full timeMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Provide excellent customer service in all interactions. Refer customers to the appro ...
-
Insurance Agency Owner
1 week ago
American Family Mutual Insurance Company Naperville, United StatesBusiness owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a ch ...
-
Lead CSR/Teller
2 weeks ago
Fifth Third Naperville, United States Full timeMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Provide excellent customer service in all interactions. Refer customers to the appropr ...
Financial Consultant - Naperville, United States - Fidelity Investments
Description
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
The Skills You Bring
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 ourbenefit programsare designed to help you and your family strike the right balance. 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
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACompany 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-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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
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 , or by calling , prompt 2, option 3.
PDN-9b830990-ec8f-45ea-8205-4cc7e5db4f03
