- 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
-
Senior Consultant in Process Management
1 week ago
SilverWorks Wheaton, United StatesAbout cimt ag: · We are a cross-industry IT consulting company. With more than Now applyemployees, we develop innovative software, modern IT concepts, and contemporary system architectures. · Our services focus on data science, from business analysis to visualizations, and SAP co ...
-
Consultant in management consulting
1 week ago
Nexus Innovations Forest View, United StatesAbout the Company · At Forest View, we combine business administration with trade and tax law. All types of corporate transactions are based on commercial law principles. For example, an annual financial statement is more than just a legal obligation, but also serves as the basis ...
-
Managed Services Consultant
5 days ago
Qurium Solutions Inc Chicago, United States**The Opportunity** · Our team of mission-driven Managed Services Consultants are focused on helping customers administer and evolve their Supplier Diversity Programs. This team supports customers' Supplier Diversity goals through quarterly and annual reporting and by providing a ...
-
Consulting Curriculum Manager
4 days ago
Crowe LLP Chicago, United States**Your Journey at Crowe Starts Here**: · At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophist ...
-
Talent Management Consultant
1 week ago
Active RPO Chicago, United States**Job Title - Culture and Talent Management Consultant** · **Location - Chicago, IL (Hybrid)** · **Job Type: · - Contract to hire.** · **Job Description: · - ** · - Talent Management team is seeking full time support for the culture refresh work, as well as broader talent managem ...
-
Talent Management Consultant
6 days ago
Active Consulting Services LLC Chicago, United States**Job Title - Culture and Talent Management Consultant** · **Location - Chicago, IL (Hybrid)** · **Job Type: · - Contract to hire.** · **Job Description: · - ** · - Talent Management team is seeking full time support for the culture refresh work, as well as broader talent managem ...
-
Wealth Management Consultant
1 week 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 model ...
-
Risk Management Consultant
1 hour ago
TransUnion Chicago, United StatesTransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · **What We'll Bring**: · At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies a ...
-
Project Manager Consulting
1 week ago
Nexus Innovations Hanover Park, United StatesAbout EGC Eurogroup Consulting: · Highly qualified management consulting requires outstanding technical and management skills. This is the only way for the client to receive the added value they can expect from a consultant. · Therefore, we focus on the topics that we truly excel ...
-
Resourcing & Consultant Experience Manager
5 days ago
BTS Chicago, United States**Resourcing & Consulting Experience Manager** · **What You'll Do at BTS** · **Key Responsibilities** · Data Analysis and Reporting: · - Collect, analyze, and interpret data to identify trends and work to improve data accuracy. · - Ensure our database of talent capabilities, inte ...
-
Huron Consulting Group Inc. Chicago, United StatesThe Opportunity · Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural tran ...
-
Industrial Energy Management Consultant
1 week ago
Panevo Chicago, United States**About Panevo** · At Panevo we combine our passion for sustainability and engineering to enable industry to optimize utility and process performance, reduce costs and ensure environmental compliance. From strategy, to site auditing, to project implementation, we deliver long-ter ...
-
Compliance Policy Management Consultant
1 day ago
TransUnion Chicago, United StatesTransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · **What We'll Bring**: · At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to he ...
-
Organizational Change Management Consultant
2 days ago
Infobahn Softworld Inc North Chicago, United StatesExcept for month-end close which would be the first 3-4 days of the beginning of the month and would involve extra hours · **Top 3 skills you're looking for on resume** · - G/L accounting (working knowledge of debits and credit, creating journal entries, Heavy experience with G/L ...
-
Safety consultant and project manager
1 week ago
Sapphire Enterprises Northlake, United StatesReady to make the world safer? · Pilz is a global provider of products, systems, and services for safe automation with around 2,500 employees. As a technology leader in automation, we have a global responsibility for the safety of people, machines, and the environment. We are pas ...
-
Risk Management Consultant
1 week ago
Pyramid Consulting Lisle, United StatesImmediate need for a talented Risk Management Consultant. This is a months Contract opportunity with long-term potential and is located in Chicago, IL (Must be local to Lisle, IL). Please review the job description below and contact me ASAP if you are interested. · Job ID: · P ...
-
Northern Trust Corp. Chicago, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
-
Kodiak Unclaimed Property Consulting Manager
1 week ago
Crowe LLP Chicago, United States**Your Journey at Crowe Starts Here**: · At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophist ...
-
Risk Management Consultant
1 week ago
Generis Tek Inc Lisle, United StatesJob Description · Job Description · We have · Contract role for Risk Management Consultant · f or our client · at Lisle, IL · . · Please let me know if you or any of your friends would be interested in this position. · Position Details: · Risk Management Consultant- Lisle ...
-
Cyber Security Advisory Consulting Manager
5 days ago
Aon Chicago, United StatesAon is looking for a Cyber Security Advisory Consulting Manager - Defense and Transformation · This Defense and Transformation service line Manager role will be part of a cross-functional Proactive Security Services team that manages, implements, and delivers various Security Adv ...
Wealth Management Consultant - Naperville, IL, 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 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
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.
We welcome those with experience in jobs such as Financial Analyst, Accounting Assistant, and Billing, Cost, and Rate Clerk and others in the Accounting and Finance to apply.
