Investment Consultant - North LaSalle, IL

Fidelity•Chicago, IL

9d•Onsite

About The Position

The Investment Consultant role at Fidelity focuses on developing customized financial plans for clients using a wide range of products and services. This position involves engaging with existing clients and warm leads, providing investment solutions, and growing client relationships. The role emphasizes proactive outreach, understanding client goals, and referring them to wealth management partners when necessary. Fidelity is a stable industry leader committed to client success and offers professional flexibility, growth, and support.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
Comprehensive understanding of various investment solutions.
Exemplary interpersonal skills and ability to grow relationships.
Initiative and ability to exceed expectations.
Outstanding communication and consultative skills.
Ability to thrive in a fast-paced work environment.
Must be able to attend in-person at the assigned Branch location.

Nice To Haves

Degree and/or other professional certifications such as a CFP are helpful.

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment, keen knowledge of products, and Fidelity‘s planning tools.
Engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships.
Utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
Prepare for and conduct efficient one-on-one appointments using technology to make the best use of the client’s time, and plan for post-appointment follow-up.
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives.
Refer clients to a wealth management partner based on their needs and financial complexity.
Educate customers on the values and differences of various investment solutions.
Work directly with clients to help them make investment decisions that are in their best interest.
Effectively navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs.