Financial Consultant - Gold Coast, IL

Fidelity Investments • Chicago, IL

428d

About The Position

The Financial Consultant role at Fidelity involves engaging with clients face-to-face to provide personalized financial planning and investment guidance. The position focuses on nurturing relationships with an existing client base while leveraging Fidelity's resources and product offerings to deliver comprehensive investment solutions. This role is designed for individuals who prefer to deepen client relationships rather than spend time sourcing new clients, and it emphasizes professional growth and support.

Requirements

• Previous success in building relationships and recommending financial solutions.
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
• Ability to present complex solutions to clients effectively.
• Degree and/or professional certifications are helpful; tuition reimbursement available for obtaining CFP or degree.
• Extensive knowledge of investment solutions.

Nice To Haves

• Experience in financial consulting or related fields.
• Professional certifications such as CFP.

Responsibilities

• Engage face-to-face with customers to offer guidance and personalized financial planning.
• Support clients by providing comprehensive investment solutions and retirement plans.
• Build and maintain relationships with an existing client base.
• Present complex financial solutions to knowledgeable clients while building rapport and credibility.
• Mentor and support customers in reaching their retirement goals.

Benefits

• Competitive total rewards package including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Flexible benefits that support work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed