Fidelity
Financial Consultant - Gold Coast, IL
Chicago, IL · Full-time
No sponsorship$60k-$75kDetected 1 day ago
CommunicationMentoring
About the role
- Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand.
- Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.
Responsibilities
- 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.
- Proven success in building relationships, uncovering needs, and recommending solutions
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Requirements
- The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Degree or equivalent experience and/or other professional certifications are helpful
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Extensive knowledge of investment solutions
Compensation
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Benefits
- 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
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
Company info
- 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.
- 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!
- Note: Fidelity is not providing immigration sponsorship for this position
- Our Investments in You
- And our benefit programs are designed to help you and your family strike the right balance.
- The Value You Deliver
- You have a steadfast commitment to your clients while making a positive impact in the community
- Fidelity's Onsite Working Model
Visa & Work Authorization
- Note: Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.