Financial Consultant - Naperville, IL

Fidelity(29 days ago)

HybridFull TimeMedior$60,000 - $75,000Sales

About this role

Financial Consultant at Fidelity works in an Investor Center serving an existing client base, providing face-to-face guidance and personalized financial planning. The role leverages Fidelity’s open-architecture platform and institutional feeders to deepen client relationships and deliver comprehensive investment and retirement solutions. This position emphasizes professional growth, training support, and a stable compensation structure within a large financial services firm.

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Required Skills

Relationship Building
Financial Planning
Investment Solutions
Client Engagement
Communication
Sales
Retirement Planning
Coaching

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA
CFP (preferred)
Degree (preferred)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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