Financial Consultant - Schaumburg, IL

Fidelity Investments • Schaumburg, IL

500d

About The Position

The Financial Consultant role at Fidelity involves engaging with clients face-to-face to provide personalized financial planning and investment solutions. This position focuses on nurturing existing client relationships and leveraging Fidelity's resources to deliver comprehensive financial guidance, ultimately helping clients achieve their retirement goals.

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 a knowledgeable client base.
• Degree and/or professional certifications are helpful; tuition reimbursement available for obtaining CFP or degree.
• Extensive knowledge of investment solutions.

Nice To Haves

• Being coachable, collaborative, and curious.
• Committed to delivering an outstanding customer experience.
• Motivated by results and finding solutions.

Responsibilities

• Engage face-to-face with customers to offer guidance and personalized financial planning.
• Support clients by providing comprehensive investment solutions and retirement plans.
• Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills.
• 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