Financial Consultant - Naperville, IL
Company: Fidelity Investments
Location: Naperville
Posted on: November 16, 2023
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Job Description:
Job Description: Financial Consultant If you no longer want to
spend your time on sourcing new clients and would rather have the
time to deepen relationships and create complex financial plans,
then join a team that is a stable industry leader. Fidelity
provides a business model with an existing client base and
institutional feeders of business that is unmatched in the
industry. At Fidelity, we empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients. The Purpose of Your Role Working in our Investor Center,
you will engage face-to-face with your customers, offering guidance
and personalized planning, while helping extend the reach of the
firm's brand. 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. The
Expertise We're Looking For Previous success in building
relationships, uncovering needs and recommending solutions FINRA
Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate
state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client
base while building rapport and credibility Degree and/or other
professional certifications are helpful; if you do not already have
a CFP or degree, our Tuition Reimbursement program can help you
obtain one The Skills You Bring Ability to thoughtfully introduce
your clients to different investment strategies and bring together
additional client assets while engaging in positive,
client-centered discussions Being coachable, collaborative, and
curious are your "go to" attributes Committed to delivering an
outstanding customer experience with a passion for seeing others
thrive Motivated by results and finding solutions, you take
initiative and exceed customer expectations Extensive knowledge of
investment solutions Our Investments in You 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. And 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! The Value You Deliver 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 Effectively engage clients through
personal interactions, reflecting your interpersonal communication
and relationship building skills You have a steadfast commitment to
your clients while making a positive impact in the community
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 -
FINRA Company Overview Fidelity Investments is a privately held
company with a mission - to strengthen the financial well-being of
our clients. -We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients' money. Join Us At Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a - Glassdoor Employees' Choice Award , we have been
recognized by our employees as a Best Place to Work in 2023. And
you don't need a finance background to succeed at Fidelity-we offer
a range of opportunities for learning so you can build the career
you've always imagined. At Fidelity, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling "
Dynamic Working ". Most associates will have a hybrid schedule with
a requirement to work onsite at a Fidelity work location for at
least one week, 5 consecutive days, every four weeks. These
requirements are subject to change. We invite you to - Find Your
Fidelity -at - fidelitycareers.com . Fidelity Investments is an
equal opportunity employer. We believe that the most effective way
to attract, develop and retain a diverse workforce is to build an
enduring culture of inclusion and belonging. Fidelity will
reasonably accommodate applicants with disabilities who need
adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to - accommodations @fmr.com
, or by calling 800-835-5099, prompt 2, option 3. At Fidelity, we
value honesty, integrity, and the safety of our associates and
customers within a heavily regulated industry . Certain roles may
require candidates to go through a preliminary credit check during
the screening process. Candidates who are presented with a Fidelity
offer will need to go through a background investigation and may be
asked to provide additional documentation as requested. This
investigation includes but is not limited to a criminal, civil
litigations and regulatory review, employment, education, and
credit review (role dependent). These investigations will account
for 7 years or more of history, depending on the role. Where
permitted by federal or state law, Fidelity will also conduct a
pre-employment drug screen, which will review for the following
substances: Amphetamines, THC (marijuana), cocaine, opiates,
phencyclidine. We welcome those with experience in jobs such as
Home Buyer s Consultant, Payroll Specialist, and Accounting Manager
and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Naperville , Financial Consultant - Naperville, IL, Accounting, Auditing , Naperville, Illinois
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