NapervilleRecruiter Since 2001
the smart solution for Naperville jobs

Financial Consultant - Naperville, IL

Company: Fidelity Investments
Location: Naperville
Posted on: October 14, 2020

Job Description:

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We're Looking For

* FINRA Series 7 & 63 required prior to hire
* Series 65 and/or 66 and state registrations required within 3 months of hire
* Experience with High Net Worth clients
* A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

* You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
* Remarkable knowledge of investment products
* Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
* Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs

The Value You Deliver

* No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
* Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
* Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!

Certifications:

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Naperville , Financial Consultant - Naperville, IL, Accounting, Auditing , Naperville, Illinois

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Mail Processor - Postal Service
Description: MAIL PROCESSOR - POSTAL SERVICE NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br The Postal Service is the largest government related agency in terms of employees. The Postal Service (more...)
Company: USA Labor Services
Location: Wheeling
Posted on: 10/25/2020

Growth Business Account Executive- Financial Services
Description: To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. br br JOB CATEGORY br br Sales br br JOB (more...)
Company: Salesforce.com
Location: Chicago
Posted on: 10/25/2020

New Restaurant Opening in Edens Collection - Now Hiring (3785)
Description: New Restaurant Opening in Edens Collection - Now Hiring 3785 20029449 DescriptionCULTIVATING A BETTER WORLDFood served fast doesn't have to be a typicalfast food experience. Chipotle has always done (more...)
Company: Chipotle Mexican Grill
Location: Chicago
Posted on: 10/25/2020


Senior Accountant
Description: Are you ready to join a team that is part of the mission of St Jude that no child should die in the dawn of life Our Financial Services Team plays a part of that overall mission by partnering with our (more...)
Company: St. Jude Children's Research Hospital
Location: Chicago
Posted on: 10/25/2020

Tax Associate
Description: Overview 10 10 If youre a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. Youll advance (more...)
Company: Intuit
Location: Chicago
Posted on: 10/25/2020

Seasonal Senior CPA
Description: Remote Tax Senior Compensation:-- 45 - 55 / hour Location:--Remote Duration:--2-3 months this role would be during the Spring 2021 tax busy season. Preferably that would include hours from January until (more...)
Company: Beech Valley
Location: Milwaukee
Posted on: 10/25/2020

Accounting Administrator
Description: Accounting Administrator At our Company, we grow People, Brands, and Businesses We are seeking a dynamic Accounting Administrator who will be responsible for managing the areas including accounts payable, (more...)
Company: Advantage Solutions
Location: Chicago
Posted on: 10/25/2020

Tax Accountant Senior
Description: Remote Tax Senior Compensation:-- 45 - 55 / hour Location:--Remote Duration:--2-3 months this role would be during the Spring 2021 tax busy season. Preferably that would include hours from January until (more...)
Company: Beech Valley
Location: Chicago
Posted on: 10/25/2020

Financial Consultant - Gold Coast, IL
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Chicago
Posted on: 10/25/2020

Remote Experienced Tax Expert I Seasonal
Description: Overview 10 10 If youre a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. Youll advance (more...)
Company: Intuit
Location: Milwaukee
Posted on: 10/25/2020

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Naperville RSS job feeds