- 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
- 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
-
Investment Consultant
Found in: Lensa US 4 C2 - 21 hours ago
Fidelity Talentsource Llc Schaumburg, United StatesJob 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 importan ...
-
Investment Consultant
Found in: Lensa US 4 C2 - 6 days ago
Fidelity Investments Schaumburg, United StatesJob 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 importanc ...
-
Investment Consultant
Found in: Lensa US 4 C2 - 4 days ago
Fidelity Investments Orland Park, United StatesJob 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 ...
-
Investment Consultant
Found in: Lensa US 4 C2 - 2 days ago
Fidelity Investments Orland Park, United StatesJob 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 o ...
-
Investment Consultant
Found in: Lensa US 4 C2 - 2 days ago
Fidelity Investments Orland Park, United StatesJob 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 ...
-
Investment Consultant
Found in: Lensa US 4 C2 - 3 hours ago
Calamos Asset Management Chicago, United StatesMeets sales goals as defined by Sales and Distribution Management, using activities such as phone contacts, email, and conference calls. · Plans day and multi-tasks outbound calls, projects, campaigns and incoming calls. Identifies and pursues leads generated from referrals, ad c ...
-
VP, Financial Consultant
Found in: SonicJobs Direct Apply US - 6 days ago
Charles Schwab Northbrook, United States Full timePosition Type: RegularYour 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. · Schwab's branch team is at the hear ...
-
Investment Analyst
Found in: Lensa US 4 C2 - 4 days ago
Vista Wealth Management Group, LLC Schaumburg, United StatesJob Description · Job Description · Role: Investment Analyst · GROWTH POTENTIAL – COMPETITIVE SALARY – ATTRACTIVE BENEFITS · OVERALL FUNCTION · The position will play an integral role in supporting our financial advisors and in growing our advisory business. Without this role ...
-
Claims Consultant, Fleet
Found in: Lensa US 4 C2 - 2 days ago
Innovation Group North America Schaumburg, United StatesJob Description · Job Description Salary: · This is a hybrid role; 3 days in office (Schaumburg), 2 days remote. · About Innovation Group North America · Innovation Group North America (IGNA) is part of a leading global insuretech business, helping the insurance market handle m ...
-
app-physician assistant/nurse practitioner, full-time, internal medicine
Found in: Careerbuilder One Red US C2 - 4 days ago
Dupage Medical Group Schaumburg, IL , USA, United States Full timeOverview · Good enough isn't for us. Duly Health and Care's team members show up every day driven to exceed expectations. We see and support the remarkable in every person within and beyond the walls of our work. · Duly Health and Care works to understand what matters most to you ...
-
Senior Analyst-Marketing Analytics
Found in: Lensa US 4 C2 - 4 days ago
Environmental Career Center Schaumburg, United StatesAdditional Locations: NA · Primary Locations: IL, Schaumburg, 1375 E. Woodfield Road, Suite 204, 60173 · Requisition ID: 191317 · Position Overview · Senior Analyst, Marketing Analytics · We are seeking a senior analyst to be part of Davey's marketing analytics team. Interested ...
-
Sr. Refrigeration Engineer Electrical Engineering Schaumburg, IL
Found in: Lensa US 4 C2 - 4 days ago
RTM Engineering Consultants Schaumburg, United StatesWHO IS RTM? · RTM Engineering Consultants is an MEP and Civil/Structural engineering firm that goes · beyond · a typical consulting role. We become a partner to our clients by aligning with the goals, processes, and people at each organization. At RTM we offer · national resou ...
-
Civil Project Engineer
Found in: Lensa US 4 C2 - 12 hours ago
Proactive Solutions HR Schaumburg, United StatesJob Description · Job Description · POSITION: Civil Engineer · LOCATION: Schaumburg, IL · YEARS OF EXPERIENCE: 3-7 years · POSITION OVERVIEW · We are a Civil and MEP engineering firm that goes beyond a typical consulting role. We become a partner to our clients by aligning wit ...
-
Sales Account Manager
Found in: Lensa US 4 C2 - 17 hours ago
American Tower Schaumburg, United StatesJob DescriptionThe TeamWe are seeking a Sales Account Manager to join American Tower's Sales organization. The DAS Sales team builds relationships with the our Mobile Network Operator (MNO) customers to generate new collocations and in-building network installations. Day to day y ...
-
Sales Account Manager
Found in: Lensa US 4 C2 - 21 hours ago
American Tower Schaumburg, United States**The Team** · We are seeking a Sales Account Manager to join American Tower's Sales organization. The DAS Sales team builds relationships with the our Mobile Network Operator (MNO) customers to generate new collocations and in-building network installations. Day to day you will ...
-
Inside Sales Account Manager
Found in: Lensa US 4 C2 - 5 days ago
CDK Global Hoffman Estates, United StatesAs an Inside Account Manager , you will develop relationships with customers to sell layered applications, grow revenue and optimize customer experience. You will generate interest, qualify prospects, present solutions, close sales and ensure that the monthly goals are met. Throu ...
-
BI Analyst, Product Management
Found in: Lensa US 4 C2 - 1 day ago
Heritage-Crystal Clean LLC Hoffman Estates, United StatesJob Description · Job Description · Business Intelligence Analyst, Product Management · Overview · As a Business Intelligence Analyst within Crystal Cleans' Product Management Team, you will wield data as a powerful tool, spearheading strategic financial decision-making through ...
-
Customer Service Representative
Found in: ZipRecruiter Test10S US C2 - 3 days ago
Innovation Group North America Schaumburg, United StatesJob Description · Job DescriptionSalary: · This is a hybrid role; 3 days in office (Schaumburg), 2 days remote. · About Innovation Group North America · Innovation Group North America (IGNA) is part of a leading global insuretech business, helping the insurance market handle mi ...
-
Claims Consultant, Fleet
Found in: ZipRecruiter Test10S US C2 - 3 days ago
Innovation Group North America Schaumburg, United StatesJob Description · Job DescriptionSalary: · This is a hybrid role; 3 days in office (Schaumburg), 2 days remote. · About Innovation Group North America · Innovation Group North America (IGNA) is part of a leading global insuretech business, helping the insurance market handle mi ...
-
Civil Engineer
Found in: ZipRecruiter Test10S US C2 - 1 day ago
Luxus Schaumburg, United StatesJob Description · Job DescriptionJob Title: Civil Engineer · Location: Schaumburg, IL · Our client takes their role beyond that of a typical consulting firm. They have a strong commitment to aligning with their clients' goals, processes, and people, making them a true partners in ...
Investment Consultant - Schaumburg, United States - Fidelity Investments
Description
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's 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
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 our benefit programs are 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
In this role you will work directly with clients to help them make investment decisions that are in their best interest. 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
